Salesflare Salesflare Integrations

Circle and Salesflare

CRM (Customer Relationship Management) circle.so ↗

How to connect Circle

What you can automate

  • When new Comment Posted in Circle, create internal note in Salesflare.
  • When new Member Active Subscription in Circle, find or create contact in Salesflare.
  • When new Member Paid Charge in Circle, find or create contact in Salesflare.
  • When new Member Past Due Subscription in Circle, find or create contact in Salesflare.
  • When new Tagged Member in Circle, find or create contact in Salesflare.
  • When member Completed Course in Circle, find or create contact in Salesflare.

About Circle

A modern community platform for creators.

Circle operations on Zapier

Triggers (24)

Start a workflow when this happens

  • Content Approved — Triggers when a flagged content is approved
  • Content Flagged — Triggers when a content is flagged for review
  • Content Rejected — Triggers when a flagged content is rejected
  • Member Completed Course — Triggers when a member completes a course.
  • Member Completed Course Lesson — Triggers when a member completes a lesson in a course.
Show 19 more triggers
  • Member Completed Course Section — Triggers when a member completes a section in a course.
  • Member Removed — Triggers when a member is removed from the community.
  • New Access Group — Triggers when an access group is created.
  • New Comment Posted — Triggers when a new comment is posted.
  • New Community — Triggers when a new community is created by the user.
  • New Event Created — Triggers when a new event is created.
  • New Event RSVP — Triggers when a member RSVPs into an event.
  • New Member Active Subscription — Triggers when a new member subscription is activated. This includes trial subscriptions.
  • New Member Added — Triggers when a new member joins the community, or when a member is added by an admin with a password set.
  • New Member Canceled Subscription — Triggers when a member subscription is cancelled.
  • New Member Paid Charge — Triggers when a member charge is paid.
  • New Member Past Due Subscription — Triggers when a member subscription becomes past due.
  • New Member Refunded Charge — Triggers when a member charge is refunded.
  • New Post — Triggers when a new post is created.
  • New Space Created — Triggers when a new space is created.
  • New Tagged Member — Triggers when a member is tagged with a member tag.
  • Quiz Failed — Triggers when a quiz is failed
  • Quiz Passed — Triggers when a quiz is passed
  • Quiz Submitted — Triggers when a quiz attempt is submitted

Actions (23)

Things Salesflare can make it do

  • Add Member to Access Group — Add a member to an access group.
  • Add Member to Space — Add a member to a space.
  • Add Member to Space Group — Add a new member to a space group and all its spaces.
  • Create Comment — Create a new comment.
  • Create Contact — Creates a new contact in your community
Show 18 more actions
  • Create Course Lesson — Creates a new lesson in a course.
  • Create Course Section — Creates a new section in a course.
  • Create Event — Create an event in your community
  • Create Post — Creates a new post on a community.
  • Invite Member — Invite a member to your community.
  • Mark Course Lesson as Completed — Marks a course lesson as completed for a member.
  • RSVP Member to Event — RSVP a member into an event.
  • Remove Member — Remove a member from your community.
  • Remove Member From Access Group — Remove a member from an access group.
  • Remove Member From Event — Remove a member's RSVP from an event
  • Remove Member From Space — Remove a member from a space.
  • Remove Member From Space Group — Remove a member from a space group.
  • Send Direct Message — Send a direct message to a member.
  • Start a Group Chat — Start a group chat with multiple community members.
  • Tag Member — Tag a community member with a member tag.
  • Untag Member — Remove a member tag from a community member.
  • Update Event — Update an existing event in the community
  • Update Member — Update community member

Searches (4)

Look up existing records

  • Find Member — Find a member using email
  • Has Member Tag — Verify that a member has a specific member tag assigned to them on your community.
  • Is Member of Space — Verify that a member belongs to a specific space on your community.
  • Is Member of Space Group — Verify that a member belongs to a specific space group on your community.

Circle operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch Comments — Triggers if new comments have been posted.
  • Watch Communities — Triggers if new communities have been created.
  • Watch Members Accepted an Invitation — Triggers if new members have accepted an invitation.
  • Watch Posts — Triggers when new posts have been created.
  • Watch Spaces — Triggers if new spaces have been created.
Show 1 more triggers
  • Watch Tagged Members — Triggers if members have tagged.

Actions (16)

Things Salesflare can make it do

  • Add a Member to a Space — Adds a member to a certain space.
  • Add a Member to a Space Group — Adds a member to a specific space group.
  • Create a Comment — Creates a new comment.
  • Create a Post — Creates a new post.
  • Delete a Comment — Deletes a specific comment.
Show 11 more actions
  • Delete a Post — Deletes a specific post.
  • Get a Comment — Retrieves a specific comment.
  • Get a Post — Retrieves a specific post.
  • Invite a Member — Invites a member to a community.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Remove a Member — Removes a member from a community.
  • Remove a Member from a Space — Removes a member from a space.
  • Remove a Member from a Space Group — Removes a member from a space group.
  • Send a Message — Sends a message to a specific user on behalf of the current user.
  • Tag a Member — Tags a specific member.
  • Untag a Member — Untags a specific member.

Searches (3)

Look up existing records

  • List Comments — Retrieves a list of comments.
  • List Members — Retrieves a list of members.
  • List Posts — Retrieves a list of posts.

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