ChartMogul + Circle
Add new Circle members to ChartMogul as customers
Effortlessly keep track of new Circle members by adding them as customers in ChartMogul. With this workflow, whenever a new member joins your Circle community, their information will be sent to ChartMogul to create a customer profile. This seamless integration saves time, eliminates manual data entry, and ensures accurate customer management across both platforms.
Effortlessly keep track of new Circle members by adding them as customers in ChartMogul. With this workflow, whenever a new member joins your Circle community, their information will be sent to ChartMogul to create a customer profile. This seamless integration saves time, eliminates manual data entry, and ensures accurate customer management across both platforms.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create a CustomerCreate a customer profile in the target data source
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
NameRequired
Description
Custom Slug
Start DateTimeRequired
DurationRequired
Location typeRequired
Virtual Location URL (Optional)
In Person Location (Optional)
Hide Location from Non-attendees
Disable RSVPs
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Password
Name
CommunityRequired
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add to Space Group(s)
Add Member Tag(s)
Skip Invitation Email?
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member IDRequired
Name
Profile Image
Headline
Bio
Location
Website URL
Twitter URL
Facebook URL
Instagram URL
Linkedin URL
Add to Space(s)
Add Member Tag(s)
Is Flagged
Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer External IDRequired
TypeRequired
KeyRequired
ValueRequired
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer UUIDRequired
Data Source UUIDRequired
Position
First Name
Last Name
Title
Email
Phone
LinkedIn
Twitter
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Data Source UUIDRequired
Customer NameRequired
External IDRequired
Customer Email
Company Name
Country
City
Lead Created at
Free Trial Started at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer UUIDRequired
OwnerRequired
PipelineRequired
Pipeline StageRequired
Estimated Close DateRequired
Amount in centsRequired
CurrencyRequired
Type
Forecast Category
Win Likelihood
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact UUIDRequired
First Name
Last Name
Title
Position
Email
Phone
LinkedIn
Twitter
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note UUIDRequired
Author Email
Text
Type
Call Duration
Created at
Updated at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer UUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Topic Name
Topic Description
Pin to top
Comments Enabled
Liking Enabled
User Email
Custom HTML
Disable Truncation
Hide Meta Info
Meta Title
Meta Description
OpenGraph Title
OpenGraph Description
Skip Notifications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EventRequired
Name
body
Custom Slug
Start DateTime
Duration
Location Type
Virtual Location URL (Optional)
In Person Location (Optional)
Disable RSVPs
Hide Location from Non-attendees
Send Email Reminder
Send In-App Notification Reminder
Send Email Confirmation
Send In-App Notification Confirmation
Enable Custom Thank You Message
Confirmation Message Title
Confirmation Message Description
Confirmation Message Button Title
Confirmation Message Button Link
Meta Title
Meta Description
Opengraph Title
Opengraph Description
Opengraph Image
Hide Meta Info
Disable likes
Disable comments
Hide Attendees
Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer EmailRequired
TypeRequired
KeyRequired
ValueRequired
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer UUIDRequired
TypeRequired
KeyRequired
ValueRequired
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer UUIDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer External IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer UUIDRequired
TypeRequired
Author Email
TextRequired
Call Duration
Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.info
Customer UUID 1 (From)Required
Customer UUID 2 (Into)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GuideRequired
Customer UUIDRequired
Customer Name
Customer Email
Company
Country
City
Lead Created at
Free Trial Started at
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity UUIDRequired
Owner
Pipeline
Pipeline Stage
Estimated Close Date
Amount in cents
Currency
Type
Forecast Category
Win Likelihood
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMetricRequired
Start DateRequired
End DateRequired
Geo Filter
Plan Filter
ActionThis is an event a Zap performs.SearchFind existing data in your app
About ChartMogul
ChartMogul helps you measure, understand and grow your subscription business.
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