Process new Circle members as applicants in Prequal Solutions
Effortlessly streamline your onboarding process with this Circle to Prequal Solutions workflow. When a new member is added in Circle, their information will be sent to Prequal Solutions to process their application. This seamless automation helps save time and ensures a smooth transition for your new members.
Effortlessly streamline your onboarding process with this Circle to Prequal Solutions workflow. When a new member is added in Circle, their information will be sent to Prequal Solutions to process their application. This seamless automation helps save time and ensures a smooth transition for your new members.
- 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!Process Applicant
Adds a new applicant and processes their prequal.
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