Circle + Zoho Books

Add new Circle members as customers in Zoho Books

Effortlessly manage your Circle community members by adding them as customers in Zoho Books. With this workflow, every time a new member is added to your Circle community, they will also be created as a customer in Zoho Books. This streamlines your record-keeping and helps your team stay organized and informed about your community's growth.

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.
TriggerPolling
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- Community
Trigger
Polling
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- CommunityRequired
- Trigger Once Per ContentRequired
Trigger
Polling
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- Community
Trigger
Polling
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New Community
Triggers when a new community is created by the user.
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- Community
Trigger
Polling
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- CommunityRequired
- Course Space
Trigger
Polling
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- CommunityRequired
- Course Space
- Section
Trigger
Polling
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- Community
Trigger
Polling
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
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- CommunityRequired
- Access GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Member Tags
Action
Write
- CommunityRequired
- Course SpaceRequired
- NameRequired
Action
Write
- CommunityRequired
- SpaceRequired
- 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
- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
Action
Write
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- EmailRequired
Action
Write
- CommunityRequired
- User EmailRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- Member TagRequired
- User EmailRequired
Action
Write
- CommunityRequired
- Member TagRequired
- EmailRequired
Action
Write
- 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
Action
Write
- Member EmailRequired
- Member TagRequired
- CommunityRequired
Action
Search
- Member EmailRequired
- Space GroupRequired
- CommunityRequired
Action
Search
- OrganizationRequired
Trigger
Instant
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- Status
- OrganizationRequired
Trigger
Instant
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- OrganizationRequired
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact NameRequired
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write
- OrganizationRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item NameRequired
- Description
- QuantityRequired
- RateRequired
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- CommunityRequired
- Trigger Once Per ContentRequired
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
- Space
- Topic
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
- EventRequired
Trigger
Polling
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- CommunityRequired
- Space
Trigger
Polling
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- CommunityRequired
- Course Space
- Section
- Lesson
Trigger
Polling
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- CommunityRequired
Trigger
Polling
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Polling
Try It
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
Action
Write
- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- 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
Action
Write
- 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
Action
Write
- CommunityRequired
- Access GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- 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
Action
Write
- Community IdRequired
- EmailRequired
Action
Search
- Member EmailRequired
- SpaceRequired
- CommunityRequired
Action
Search
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- OrganizationRequired
Trigger
Instant
Try It
- Organization NameRequired
- Customer NameRequired
- Estimate Number
- Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- OrganizationRequired
- Item NameRequired
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Search

About Circle

A modern community platform for creators.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Circle + Zoho Books

Add new Circle members as customers in Zoho Books

Member Removed

Content Rejected

New Space Created

New Community

New Member Canceled Subscription

New Member Past Due Subscription

New Event Created

New Tagged Member

Member Completed Course

Member Completed Course Section

New Member Added

Quiz Failed

Add Member to Access Group

Add Member to Space

Create Contact

Create Course Section

Create Post

Mark Course Lesson as Completed

Remove Member From Space Group

Remove Member

Send Direct Message

Tag Member

Untag Member

Update Member

Has Member Tag

Is Member of Space Group

New Estimate

New Sales Invoice

Create Customer

Create Sales Invoice

API Request (Beta)

Content Approved

New Access Group

New Comment Posted

New Member Active Subscription

New Member Paid Charge

New Member Refunded Charge

New Event RSVP

New Post

Member Completed Course Lesson

Content Flagged

Quiz Submitted

Quiz Passed

Add Member to Space Group

Create Comment

Create Course Lesson

Create Event

Invite Member

Remove Member From Access Group

Remove Member From Space

RSVP Member to Event

Start a Group Chat

Remove Member From Event

Update Event

Find Member

Is Member of Space

New Customer

New Expense

New Item

Create Estimate

Create Item

Find Invoice

About Circle

Related categories

Similar apps

Zapier Interfaces

About Zoho Books

Related categories