Circle + SALESENGINE.SE
Add new Circle members to SALESENGINE.SE as consumer records
Effortlessly manage your community growth by connecting Circle and SALESENGINE.SE with this seamless workflow. When a new member is added to your Circle app, a corresponding consumer record is created in SALESENGINE.SE. This automation not only saves you time but also ensures that your customer information is effortlessly organized and up-to-date across both platforms.
Effortlessly manage your community growth by connecting Circle and SALESENGINE.SE with this seamless workflow. When a new member is added to your Circle app, a corresponding consumer record is created in SALESENGINE.SE. This automation not only saves you time but also ensures that your customer information is effortlessly organized and up-to-date across both platforms.
- 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.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create SE Consumer Record (Deprecated)This function creates a Consumer Record in SE.
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
SpaceRequired
EmailRequired
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
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
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 appConsumer Status Updated ToRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Consumer Added
Triggers when a new consumer record is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Consumer WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Middle Name
Last NameRequired
Email
Phone
StatusRequired
Workflow
TypeRequired
Company NameRequired
Stage
Address
Address 2
City
State
Zip
Country
Website
Birthdate
Title
Assistant
Description
Lead Source
campaigns
Record Owner
Assigned to User
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
First Name
Middle Name
Last Name
Email
Phone
Birthdate
Status
Workflow
Partner type
Address 1
Address 2
City
State
Zip
Country
Description
Website
Opt Out
Stage
Title
Assistant
Lead Source
Campaign
Record Accepted Date
Record Owner
Assigned to User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Consumer Record IDRequired
First Name
Last Name
Email
Phone
SE Record Type
SE Record Status
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Opt Out
Home Value
Mortgaged Owed
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Stage
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search ConsumerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapScheduledZapier 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 SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
Topic Name
Topic 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
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
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 appPartner Status Updated ToRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Partner Added
Triggers when a new partner record is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConsumer Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SE Record TypeRequired
SE Record StatusRequired
SE Lead SourceRequired
SE Campaign
Workflow
LDN
First NameRequired
Last NameRequired
Address 1Required
Address 2
CityRequired
State
ZipRequired
PhoneRequired
EmailRequired
AgeRequired
Home Value
Mortgaged Owed
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Phone
Email
SE Record TypeRequired
SE Record StatusRequired
SE Lead Source
SE Campaign
Workflow
Address 1
Address 2
City
State
Zip
Birthdate
Home Value
Mortgaged Owed
Notes
Actual Close Date
Sq Footage
# of Units
Loan Type
Estimated Close Date
Loan Sale Type
Loan Purpose
Final Action
HUD Counseling Date
Application Intake Date
Application Date
HUD Certification Date
HECM MCA
2nd Liens
Existing Payment
Loan Number
Trust
Adjustable Rate
Fixed Rate
Margin
UPB
LO Fee
RM ID
Appraisal Paid By
AMC/Appraiser
Year Built
Year's at Property
Property Notes
Foundation
Construction Type
Record Owner
Assigned To
Record Accepted Date
Referring Partner
LDN
Legacy ID
GCLID
Coborrower First Name
Coborrower Last Name
Coborrower Birthdate
Customer Need
Soc Sec Income
Other Income
Real Estate Assets
Cash Assets
Race/Ethnicity
Mtg Owed Other Properties?
Medic-aide / SSI?
Gender
Annual Property Taxes
Annual Home Owners Insurance
Middle Name
Country
Description
Property County
Alt First Name
Alt Middle Name
Alt Last Name
Alt Birthdate
Alt Phone
Alt Email
Alt Company Name
Alt Address1
Alt Address2
Alt Zip
Alt City
Alt State
Alt Country
Stage
Alt Relationship
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Partner Workflow
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Partner Record IDRequired
Status To Change ToRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search ByRequired
Search PartnerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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