Circle + Cling
Add new Circle members as clients in Cling
Effortlessly manage your growing community by connecting Circle and Cling. With this workflow, whenever a new member joins your Circle space, a client will be created in Cling, allowing you to easily track and engage with your new members. Save valuable time and stay organized with this seamless integration.
Effortlessly manage your growing community by connecting Circle and Cling. With this workflow, whenever a new member joins your Circle space, a client will be created in Cling, allowing you to easily track and engage with your new members. Save valuable time and stay organized with this seamless integration.
- 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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ClientCreates a new client
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Access GroupRequired
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.First Name
Last Name
EmailRequired
Member Tags
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
Post Name
Post 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
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 app
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Expired
Triggers when a document changes status to expired.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Viewed
Triggers when a client views the document for the first time.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client type
Client nameRequired
Client socialSecurityNumber / organisationNumber
Client reference
Client email
Client cellphone
Client cellphone region
Client street
Client zip
Client city
Client reverse VAT
Client note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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 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
Enable RSVP Limit
RSVP Limit
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
Access GroupRequired
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
Enable RSVP Limit
RSVP Limit
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 appDocument Accepted
Triggers when a document changes status to accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Denied
Triggers when a document changes status to denied.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Sent
Triggers when a document changes status to sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document nameRequired
Template IDRequired
Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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