Integrate Circle with ClinchPad

Send information between Circle and ClinchPad automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Circle and ClinchPad using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Space created

Triggers when a new space is created

Member added

Triggers when a new member joins a community or when a member is added by an admin

Course completed

Triggers when a member completes a course

Event created

Triggers when a new event is created

New RSVP

Triggers when a member responds to an event invitation

Member tagged

Triggers when a member is tagged

Post created

Triggers when a post is added to a channel or a community

Comment created

Triggers when a new comment is added

Note added

Triggers when a note is added to a lead

Lead created

Triggers when a new lead is created

Lead won

Triggers when an existing lead is marked as won

To-do created

Triggers when a to-do is created

Lead lost

Triggers when an existing lead is marked as lost

All Actions - Actions are the automated tasks

Tag member

Tags a specific member

Create comment

Creates a new comment

Invite member

Invites a new member to your community

Create post

Creates a new post on the selected space

Send direct message

Sends a new direct message to an existing member

Add member to space group

Adds a new member to the selected space group and its spaces

Add member to space

Adds a new member to the selected space

Fetch member

Fetches the details of an existing member using email or ID

Remove member from space group

Removes the specified member from the selected space group and its spaces

Remove member

Removes the specified member from your community

Untag member

Untags a specific member

Remove member from space

Removes the specified member from the selected space

Create to-do

Creates a new to-do for the specified lead

Create a lead

Creates a new lead

Create note

Creates a new note for the specified lead

Update to-do

Updates the details of an existing to-do

Fetch lead

Fetches the details of an existing lead using ID

What is Circle?

Circle is a comprehensive, membership-based community platform for creators and brands that helps you bring members together for engaging discussions, live streams, and events.

CRM

What is ClinchPad?

ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Neville Mader

Director, Perth Security Services

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Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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