Integrate Circle with Jetpack CRM
Send information between Circle and Jetpack CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Circle and Jetpack CRM 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
Contact status updated
Triggers when the status of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
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
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
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.
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What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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