Circle + Prequal Solutions integrations
Process new Circle members as applicants in Prequal Solutions
Effortlessly streamline your onboarding process with this Circle to Prequal Solutions workflow. When a new member is added in Circle, their information will be sent to Prequal Solutions to process their application. This seamless automation helps save time and ensures a smooth transition for your new members.
- 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.
- automatically do this!Process ApplicantAdds a new applicant and processes their prequal.
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More things you can do with Circle and Prequal Solutions
Discover other triggers and actions you can use with Circle and Prequal Solutions
- Community
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- Trigger Once Per ContentRequired
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Try ItTriggerPolling- New Community
Triggers when a new community is created by the user.
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- CommunityRequired
- Trigger Once Per ContentRequired
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- Space
- Topic
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