1.Gets community member paid charges
Integrate Circle to pull recent paid charge records and trial charge status for your configured community.
Add trial paid members to trial nurture list
Automatically pull Circle paid charge signals across Circle to keep your trial nurture list current. Create and update trial contacts and trial end dates when paid charges post, charge status updates, or trial purchases qualify—so you can update nurture placement, log support visibility, and tag trials without manual list building.
How this automation updates your trial nurture list
When paid trial members are missed from nurture, onboarding timing slips and trial engagement suffers. This automation gets community paid charges, transforms contact fields, creates or updates ActiveCampaign contacts, and logs trial end dates to keep your nurture coverage accurate—so your team can nurture at the right moment.
Circleor swap with your favorite app
2.Transforms contact first name
Integrate Formatter by Zapier, and text transforms, to derive a first name token and map it to contact first name.
Formatter by Zapieror swap with your favorite app
3.Calculates trial expiration date
Integrate Formatter by Zapier, and date transforms, to add 90 days to the charge updated timestamp and format it.
4.Creates or updates trial contacts
Integrate ActiveCampaign and CRM automation to create or update a contact, apply the trial tag, and place them on the trial nurture list.
ActiveCampaignor swap with your favorite app
5.Creates a reporting worksheet row
Integrate Google Sheets and reporting tools to create a row with member name, email, and calculated trial end date.
Google Sheetsor swap with your favorite app
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