Circle + Xero

Circle + Xero integrations

Generate sales invoices in Xero for new active subscriptions in Circle

Effortlessly manage your financial records whenever a new member subscribes on Circle. This workflow initiates when a new member starts an active subscription on Circle and subsequently creates a sales invoice in Xero. It simplifies your invoicing process, eliminating the need for manual data entry and ensuring a streamlined bookkeeping process. Harness this automation to save time and ensure accuracy in your member-based business transactions.

When this happens...
New Member Active SubscriptionTriggers when a new member subscription is activated. This includes trial subscriptions.
TriggerPolling
automatically do this!
Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
ActionWrite

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More things you can do with Circle and Xero

Discover other triggers and actions you can use with Circle and Xero

- 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
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

- Community
  Required
- Trigger Once Per Content
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
- Topic
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Event
  Required
Trigger
Polling
Try It
- Community
  Required
- Space
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Lesson
Trigger
Polling
Try It
- Community
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- Community
  Required
- Course Space
- Section
- Quiz
  Required
Trigger
Polling
Try It
- 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
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Purchase Order Status
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

About Circle

A modern community platform for creators.

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CRM (Customer Relationship Management)

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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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