Integrate Nutshell with Circle

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

Build your own integrations between Nutshell and Circle

Connect Nutshell and Circle with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Nutshell and Circle using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Activity created

Triggers when a new activity is created

Person created

Triggers when a new person is created

Lead won

Triggers when a new lead is won

Company created

Triggers when a new company is created

Lead added

Triggers when a new lead is added

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

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

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create person

Creates a new person

Create lead

Creates a new lead

Fetch account by name

Fetches the details of an existing account by name

Fetch account by ID

Fetches the details of an existing account by id

Fetch person by id

Fetches the details of an existing person by id

Fetch lead

Fetches the details of an existing lead by email address of associated contact

Fetch person by email

Fetches the details of an existing person by email address

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

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

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 Nutshell?

Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.

CRM

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

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.

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Custom functions

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

Learn more >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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