Circle

CRM (Customer Relationship Management)

Send direct messages in Circle when new member charges occur

Stay connected with your new paid members on Circle right from the get-go. With this workflow, every time a new individual becomes a paid member on Circle, a personalized direct message is sent to them in the Circle app. This ensures a warm welcome that fosters strong customer relationships, and maintains an active, efficient communication line without any manual effort from your end.

Stay connected with your new paid members on Circle right from the get-go. With this workflow, every time a new individual becomes a paid member on Circle, a personalized direct message is sent to them in the Circle app. This ensures a warm welcome that fosters strong customer relationships, and maintains an active, efficient communication line without any manual effort from your end.

  1. When this happens...
    CircleCircle
    New Member Paid Charge

    Triggers when a member charge is paid.

    TriggerScheduled
  2. automatically do this!
    CircleCircle
    Send Direct Message

    Send a direct message to a member.

    ActionWrite
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Supported triggers and actions

    • Community

    Trigger
    Scheduled
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    • CommunityRequired

    • Space

    • Topic

    Trigger
    Scheduled
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    • CommunityRequired

    Trigger
    Scheduled
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    • CommunityRequired

    Trigger
    Scheduled
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