Integrate PipelineDeals with Circle
Send information between PipelineDeals and Circle automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PipelineDeals and Circle using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
Updated deal stage
Triggers when a deal is moved from one stage to another
Updated deal status
Triggers when the status of an existing deal is updated
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
All Actions - Actions are the automated tasks
Add person
Adds a new person
Create task
Creates a new calendar task
Create activity
Creates a new activity associated with an existing person, company, or deal
Create deal
Creates a new deal
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
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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