Add new Circle members and create Wheelbase customers simultaneously
Effortlessly manage your growing community by connecting Circle and Wheelbase. With this workflow, whenever a new member is added in Circle, a customer will be created in Wheelbase. This automation helps save time on manual data entry and ensures your customer base stays up-to-date across both platforms.
Effortlessly manage your growing community by connecting Circle and Wheelbase. With this workflow, whenever a new member is added in Circle, a customer will be created in Wheelbase. This automation helps save time on manual data entry and ensures your customer base stays up-to-date across 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
Create a new customer.
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