Circle + Katana
Add new Circle members as customers in Katana instantly
Seamlessly incorporate new members from Circle into your Katana workflows with this efficient integration. When a new member is added in Circle, this automation will create a customer in your Katana app, ensuring a smooth onboarding process for all. Save time and maintain accuracy by allowing this workflow to handle your new member management in both platforms.
Seamlessly incorporate new members from Circle into your Katana workflows with this efficient integration. When a new member is added in Circle, this automation will create a customer in your Katana app, ensuring a smooth onboarding process for all. Save time and maintain accuracy by allowing this workflow to handle your new member management in both platforms.
- When this happens...New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
- automatically do this!Create Customer
Creates a customer.
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