Circle + LeadConnector
Add tasks in LeadConnector for new members added in Circle
When a new member is added to your Circle platform, this workflow creates a task in the LeadConnector app. It's an efficient way to ensure you follow up with new additions to your community, all seamlessly managed within the tools you already use. Get organized and ensure every new member gets immediate attention without any manual input.
When a new member is added to your Circle platform, this workflow creates a task in the LeadConnector app. It's an efficient way to ensure you follow up with new additions to your community, all seamlessly managed within the tools you already use. Get organized and ensure every new member gets immediate attention without any manual input.
- When this happens...
New Member AddedTriggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add TaskAdds a task to the account.
ActionWriteCreate a new record or update an existing record in your app.
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CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Access GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
EmailRequired
Member Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course SpaceRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
Section
LessonRequired
Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
User EmailRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
User EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member TagRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Member EmailRequired
Member TagRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
Space GroupRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
CommunityRequired
Trigger Once Per ContentRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Space
Topic
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
EventRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
Lesson
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Course Space
Section
QuizRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCommunityRequired
Space GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
PostRequired
Member Email
Comment BodyRequired
Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Course Space
SectionRequired
NameRequired
Status
Body (HTML)
Comments Enabled
Featured Media Enabled
Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Access GroupRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
SpaceRequired
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
Member EmailsRequired
Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommunityRequired
EventRequired
Member emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Community IdRequired
EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMember EmailRequired
SpaceRequired
CommunityRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appIn PipelineRequired
Moved to Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number
Email
First Name
Last Name
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Circle
Related categories
About LeadConnector
Related categories
Related Zap Templates
- Invite new members to Circle when lead stages change in LeadConnector
- Create and update LeadConnector contacts from new Circle active subscriptions
- Create and update LeadConnector opportunities from new Circle member paid charges
- Add new active Circle members to LeadConnector campaigns as leads
- Add new Circle members to LeadConnector campaigns as leads
- Create opportunities in LeadConnector for new members added in Circle
- Tag Circle members when pipeline stages change in LeadConnector
- Add or update LeadConnector contacts when new members are added in Circle
- Add or update LeadConnector contacts when new Circle members pay charges
- Add new active Circle members to LeadConnector as opportunities
- Update Circle space members when pipeline stages change in LeadConnector
- Create tasks in LeadConnector for new active subscriptions in Circle
- Add canceled Circle members to a LeadConnector campaign
- Convert completed Circle lessons into leads on LeadConnector campaigns
- Add members to Circle space group when pipeline stages change in LeadConnector
- Update LeadConnector contacts when new Circle members cancel subscription
- Update opportunities in LeadConnector when new members cancel subscriptions in Circle
- Remove members from Circle space groups when pipeline stages change in LeadConnector
- Add new Circle posts to LeadConnector campaign as leads
- Remove members from Circle space when pipeline stages change in LeadConnector
- Create LeadConnector opportunities when new courses are completed in Circle
- Add new paid Circle members to campaigns as leads in LeadConnector
- Update LeadConnector contacts when members are removed in Circle
- Add new Circle members who complete course sections to campaigns in LeadConnector
- Add new tagged members in Circle to LeadConnector as updated contacts
- Create or update LeadConnector contacts from new Circle event rsvps
- Add or update LeadConnector contacts when new Circle course lessons are completed
- Update LeadConnector contacts when Circle courses are completed
- Update LeadConnector contacts when new members cancel subscription in Circle
- Remove members in Circle when pipeline stages change in LeadConnector
- Update LeadConnector contacts when new past due subscriptions are noted in Circle
- Update opportunities in LeadConnector when new past due subscriptions occur in Circle
- Update contacts in LeadConnector when courses are completed in Circle
- Tag members in Circle when pipeline stages change in LeadConnector
- Manage past due subscriptions of new Circle members by adding or updating opportunities in LeadConnector
- Change pipeline stages in LeadConnector and add new members to access groups in Circle
- Create opportunities in LeadConnector when Circle lessons are completed
- Update LeadConnector opportunities when new Circle course sections are completed
Related Zap Templates
- Invite new members to Circle when lead stages change in LeadConnector
- Add new active Circle members to LeadConnector campaigns as leads
- Tag Circle members when pipeline stages change in LeadConnector
- Add new active Circle members to LeadConnector as opportunities
- Add canceled Circle members to a LeadConnector campaign
- Update LeadConnector contacts when new Circle members cancel subscription
- Add new Circle posts to LeadConnector campaign as leads
- Add new paid Circle members to campaigns as leads in LeadConnector
- Add new tagged members in Circle to LeadConnector as updated contacts
- Update LeadConnector contacts when Circle courses are completed
- Update LeadConnector contacts when new past due subscriptions are noted in Circle
- Tag members in Circle when pipeline stages change in LeadConnector
- Create opportunities in LeadConnector when Circle lessons are completed
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- Create and update LeadConnector contacts from new Circle active subscriptions
- Add new Circle members to LeadConnector campaigns as leads
- Add or update LeadConnector contacts when new members are added in Circle
- Update Circle space members when pipeline stages change in LeadConnector
- Convert completed Circle lessons into leads on LeadConnector campaigns
- Update opportunities in LeadConnector when new members cancel subscriptions in Circle
- Remove members from Circle space when pipeline stages change in LeadConnector
- Update LeadConnector contacts when members are removed in Circle
- Create or update LeadConnector contacts from new Circle event rsvps
- Update LeadConnector contacts when new members cancel subscription in Circle
- Update opportunities in LeadConnector when new past due subscriptions occur in Circle
- Manage past due subscriptions of new Circle members by adding or updating opportunities in LeadConnector
- Update LeadConnector opportunities when new Circle course sections are completed
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- Create and update LeadConnector opportunities from new Circle member paid charges
- Create opportunities in LeadConnector for new members added in Circle
- Add or update LeadConnector contacts when new Circle members pay charges
- Create tasks in LeadConnector for new active subscriptions in Circle
- Add members to Circle space group when pipeline stages change in LeadConnector
- Remove members from Circle space groups when pipeline stages change in LeadConnector
- Create LeadConnector opportunities when new courses are completed in Circle
- Add new Circle members who complete course sections to campaigns in LeadConnector
- Add or update LeadConnector contacts when new Circle course lessons are completed
- Remove members in Circle when pipeline stages change in LeadConnector
- Update contacts in LeadConnector when courses are completed in Circle
- Change pipeline stages in LeadConnector and add new members to access groups in Circle