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Singular by Patrina logo

Singular by Patrina Integrations

CRM (Customer Relationship Management)

Put Singular by Patrina to work with AI and enterprise-grade automation

Automate smarter with Singular by Patrina and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 9,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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Integrate Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing
Integrate Microsoft Outlook with Singular by PatrinaIntegrate Microsoft Outlook with Singular by Patrina
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Teams with Singular by PatrinaIntegrate Microsoft Teams with Singular by Patrina
Microsoft Teams
Microsoft, Team Chat
Integrate Airtable with Singular by PatrinaIntegrate Airtable with Singular by Patrina
Airtable
Databases
Integrate ActiveCampaign with Singular by PatrinaIntegrate ActiveCampaign with Singular by Patrina
ActiveCampaign
Marketing Automation
Integrate Zendesk with Singular by PatrinaIntegrate Zendesk with Singular by Patrina
Zendesk
Customer Support
Integrate LeadCenter.AI with Singular by PatrinaIntegrate LeadCenter.AI with Singular by Patrina
LeadCenter.AI
Contact Management
Integrate Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing
Integrate Microsoft Outlook with Singular by PatrinaIntegrate Microsoft Outlook with Singular by Patrina
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Teams with Singular by PatrinaIntegrate Microsoft Teams with Singular by Patrina
Microsoft Teams
Microsoft, Team Chat
Integrate Airtable with Singular by PatrinaIntegrate Airtable with Singular by Patrina
Airtable
Databases
Integrate ActiveCampaign with Singular by PatrinaIntegrate ActiveCampaign with Singular by Patrina
ActiveCampaign
Marketing Automation
Integrate Zendesk with Singular by PatrinaIntegrate Zendesk with Singular by Patrina
Zendesk
Customer Support
Integrate Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing
Integrate Microsoft Outlook with Singular by PatrinaIntegrate Microsoft Outlook with Singular by Patrina
Microsoft Outlook
Calendar, Email, Microsoft
Integrate Microsoft Teams with Singular by PatrinaIntegrate Microsoft Teams with Singular by Patrina
Microsoft Teams
Microsoft, Team Chat
Integrate Airtable with Singular by PatrinaIntegrate Airtable with Singular by Patrina
Airtable
Databases
Integrate ActiveCampaign with Singular by PatrinaIntegrate ActiveCampaign with Singular by Patrina
ActiveCampaign
Marketing Automation
Integrate Zendesk with Singular by PatrinaIntegrate Zendesk with Singular by Patrina
Zendesk
Customer Support
Integrate LeadCenter.AI with Singular by PatrinaIntegrate LeadCenter.AI with Singular by Patrina
LeadCenter.AI
Contact Management

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • External System Id
    • Name
      Required
    • Rebalance Frequency
    • Account Type
      Required
    • Net Worth
      Required
    • Liquid Net Worth
      Required
    • Referred By Email
    • Billing Country Code
      Required
    • Billing State
      Required
    • Billing City
      Required
    • Billing Address Line 1
      Required
    • Billing Address Line 2
    • Billing Postal Code
      Required
    • Shipping Country Code
      Required
    • Shipping State
      Required
    • Shipping City
      Required
    • Shipping Address Line 1
      Required
    • Shipping Address Line 2
    • Shipping Postal Code
      Required
    • External System Lead ID
    Action
    Write
    • External System Id
    • Account Id
      Required
    • Title
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Phone
    • Mobile Phone
      Required
    • Email
      Required
    • Annual Income
    • Employer
    • Occupation
    • Gender
    • Date of Birth
    • Marital Status
    • Marital Anniversary
    • Notes
    • External System Lead ID
    Action
    Write
    • External System Id
    • Activity Type
      Required
    • Status
      Required
    • Subject
      Required
    • Description
    • Priority
    • Activity Date
      Required
    • Is Completed
      Required
    • Completed Date
    • Account Or Deal Id
    • Contact Or Lead Id
    Action
    Write
    • External System Id
    • Lead Source
      Required
    • Lead Status
      Required
    • Account Type
      Required
    • First Name
      Required
    • Middle Name
    • Last Name
      Required
    • Email
      Required
    • Phone
    • Mobile Phone
    • Annual Income
      Required
    • Net Worth
      Required
    • Liquid Net Worth
      Required
    • Country Code
      Required
    • State
      Required
    • City
      Required
    • Address Line 1
      Required
    • Address Line 2
    • Postal Code
      Required
    • Notes
    • Title
    Action
    Write

For builders

Let your AI safely access Singular by Patrina

Go beyond Zap workflows. Install Zapier in your AI to call Singular by Patrina actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Singular by Patrina from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

  • Create Account
  • Create Activity

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP
Code

Work in code with the Zapier SDK

Expose Singular by Patrina actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Singular by Patrina connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "singular-by-patrina", owner: "me" });

await zapier.runAction({
  app: 'singular-by-patrina',
  action: 'create_account',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});
Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Singular by Patrina Help & Support

Common questions

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About Singular by Patrina
Singular by Patrina is a powerful CRM and compliance solution built for the financial services industry, streamlining operations and regulatory needs.
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Popular Singular by Patrina Integrations