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Zapier makes it easy to integrate Circle with CustomerX - no code necessary. See how you can get setup in minutes.
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Circle
Circle
1. Choose trigger event
CustomerX
CustomerX
2. Choose action
1. Select the event
Setup
Test
Circle
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Member Removed" from Circle.
Add your action
An action happens after the trigger—such as "Cancellation Contract" in CustomerX.
You’re connected!
Zapier seamlessly connects Circle and CustomerX, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Community
Required
Space
Required
Post
Required
Member Email
Comment Body
Required
Skip Notifications?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Course Space
Section
Required
Name
Required
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Space
Required
Name
Required
Description
Custom Slug
Start DateTime
Required
Duration
Required
Location type
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email
Required
Password
Name
Community
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Access Group
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Space
Required
Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Event
Required
Member email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Member Emails
Required
Message Body
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Event
Required
Member email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community
Required
Space
Required
Event
Required
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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Community Id
Required
Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Member Email
Required
Space
Required
Community
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
External Id Contract
Required
Reason of Cancellation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id Client
Required
Description
Required
Start Date
Required
Final Date
Contract Value
Required
Date Sale
Required
Contract Plan ID
External Id Contract Plan
Renew In Days
Seller
Setup Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id
External Id Client
Required
Identifier
Required
Description
Required
Date issue
Required
Date due
Required
Value
Required
Status
Required
Date payment
Discont Paid
Amount paid
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id
Required
External ID Ticket
Required
Title
Required
Description
Required
Type Activity
Required
Date Registration
Required
Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id
Required
E-mail
External Id Client
External Id Contact
Title
Required
Description
Required
Type Ticket
Required
Date Opening
Required
Status
Required
Priority
Name of Attendant
Email Of Attendant
Date Reopening
Date Closing
Date Finalized
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id Client
Required
Type of Tracking
Required
Identifier
Required
Email Contact
Required
Date Tracking
Amount
Total fixed amount per day
Total fixed amount per tracking
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
External Id Ticket (ID External of UPDATE)
Required
External Id Client
External Id Contact
Title
Description
Type Ticket
Date Opening
Status
Priority
Name Of Attendant
Email Of Attendant
Date Reopening
Date Closing
Date Finalized
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Circle and CustomerX with AI agents and code
Beyond Zap workflows. Call Circle and CustomerX actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Circle and CustomerX actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Member to Access Group
Cancellation Contract
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Circle and CustomerX to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Circle on the Zapier blog
Make work flow with AI
Level up your Circle to CustomerX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
