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Singular by Patrina logo

Singular by Patrina Integrations

Beta
CRM (Customer Relationship Management)
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
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Or pick an app to pair with
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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 Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing
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 Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing
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 Zoom with Singular by PatrinaIntegrate Zoom with Singular by Patrina
Zoom
Video Conferencing

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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

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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CRM (Customer Relationship Management)

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