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Circle + Outseta + Filter by Zapier

Add members to Circle spaces for newly upgraded Outseta memberships

This Zapier template adds members to spaces in a Circle community based on an upgrade in their membership. The template will only continue if it finds a specific subscription plan for the member, then it adds them to a space in Circle that they should have access to based on their new membership level.

Additional documentation: https://go.outseta.com/support/kb/articles/DmwJnqW4/how-to-add-or-remove-members-from-circle-so-spaces-on-upgrade-or-downgrade

When this happens...
Account AddedTriggers when a new account is created
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Add Member to SpaceAdd a member to a space.
ActionWrite

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Discover other triggers and actions you can use with Outseta, Filter by Zapier, and more

Account Subscription Started
Triggers when a new subscription starts for an account
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Person Deleted
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Chat Request Added
Triggers when a new chat is received.
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Person Added
Triggers when a new person is created
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Deal Updated
Triggers when a deal is updated.
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- Name
  Required
- Account Stage
  Required
- Client Identifier
- Email
  Required
- First Name
- Last Name
- Is Primary
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Plan Uid
- Renewal Term
- Send Confirmation Email
  Required
- Quantity
Action
Write
- Name
  Required
- DealPipelineStage Uid
  Required
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Write

- Account UID
  Required
- Cancel Immediately
Action
Write
- EmailList Uid
  Required
- Email
  Required
- First Name
- Last Name
- Send Welcome Email
Action
Write
- Deal UID
  Required
- Name
- DealPipelineStage Uid
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
Action
Write
- Contact Email
  Required
Action
Search
- Contact Email
  Required
- Name
  Required
- DealPipelineStage Uid
  Required
- Amount
- AssignedToPersonClientIdentifier Uid
- Due Date
- Account Uid
- Person Uid
- Email
- First Name
- Last Name
Action
Search or write
- Only continue if...
  Required
Action
Filter
- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
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- Community
  Required
Trigger
Polling
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- Community
  Required
- Space
- Topic
Trigger
Polling
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- Community
  Required
Trigger
Polling
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- Community
  Required
Trigger
Polling
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- Community
  Required
Trigger
Polling
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- Community
  Required
- Event
  Required
Trigger
Polling
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- Community
  Required
- Space
Trigger
Polling
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- Community
  Required
- Course Space
- Section
- Lesson
Trigger
Polling
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- Community
  Required
Trigger
Polling
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- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
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- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
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- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Post
  Required
- Member Email
- Comment Body
  Required
- Skip Notifications?
Action
Write
- Community
  Required
- Course Space
- Section
  Required
- Name
  Required
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- 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
Write
- 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
Write
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- Community
  Required
- Member Emails
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Event
  Required
- Member email
  Required
Action
Write
- 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
Write
- Community Id
  Required
- Email
  Required
Action
Search
- Member Email
  Required
- Space
  Required
- Community
  Required
Action
Search

Account Deleted
Triggers when an account is deleted
Trigger
Instant
Try It
Account Added
Triggers when a new account is created
Trigger
Instant
Try It
Deal Added
Triggers when a new deal is created
Trigger
Instant
Try It
Account Updated
Triggers when an account is updated.
Trigger
Instant
Try It
Person Updated
Triggers when a person is updated.
Trigger
Instant
Try It
- Title
  Required
- Description
- Data
- Entity Type
  Required
- Entity Uid
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Account UID
  Required
Action
Write
- Account UID
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- AddressLine3
- City
- State/Region
- Postal Code
- Country
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
- Account Specific Page Url 1
- Account Specific Page Url 2
- Account Specific Page Url 3
- Account Specific Page Url 4
- Account Specific Page Url 5
Action
Write
- Person Uid
  Required
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Write
- Person Email
  Required
Action
Search
- Person Email
  Required
- Email
  Required
- First Name
- Last Name
- Mobile #
- Work #
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State/Region
- Postal Code
- Country
Action
Search or write
- Community
Trigger
Polling
Try It
- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
New Community
Triggers when a new community is created by the user.
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
Trigger
Polling
Try It
- Community
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Access Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Space
  Required
- Email
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Member Tags
Action
Write
- Community
  Required
- Course Space
  Required
- Name
  Required
Action
Write
- Community
  Required
- Space
  Required
- 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
Action
Write
- Community
  Required
- Course Space
- Section
- Lesson
  Required
- Member Email
  Required
Action
Write
- Community
  Required
- Space Group
  Required
- Email
  Required
Action
Write
- Community
  Required
- Email
  Required
Action
Write
- Community
  Required
- User Email
  Required
- Message Body
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- User Email
  Required
Action
Write
- Community
  Required
- Member Tag
  Required
- Email
  Required
Action
Write
- Community
  Required
- Member ID
  Required
- 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
Action
Write
- Member Email
  Required
- Member Tag
  Required
- Community
  Required
Action
Search
- Member Email
  Required
- Space Group
  Required
- Community
  Required
Action
Search

About Circle

A modern community platform for creators.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Outseta

Outseta is a technology stack for early stage SaaS companies. The platform fully integrates CRM, subscription billing & management, and customer success tools (email, chat, help desk).

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn moreLearn moreHelpHelp

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Developer Tools

Zapier

Circle + Outseta + Filter by Zapier

Circle + Outseta + Filter by Zapier

Add members to Circle spaces for newly upgraded Outseta memberships

More things you can do with these apps

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