Circle + MyDesk
Create tasks in MyDesk for newly added members in Circle
Easily streamline your onboarding process with this Circle to MyDesk workflow. When a new member is added to your Circle community, a task will be created in the MyDesk app, ensuring a smooth and organized transition for your team and the new member. Stay efficient and save time by automating this essential part of your team management.
Easily streamline your onboarding process with this Circle to MyDesk workflow. When a new member is added to your Circle community, a task will be created in the MyDesk app, ensuring a smooth and organized transition for your team and the new member. Stay efficient and save time by automating this essential part of your team management.
- 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!
Create TaskCreates a Task.
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 appCompany TypeRequired
Company Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatusRequired
Representative
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted By
Assigned To
Subject
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Address TypeRequired
Street
Postal CodeRequired
CityRequired
CountryRequired
Set as Primary Visiting AddressRequired
Set as Primary Shipping AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Name
Email Address
Website
Customer Number
Postal Code
Company Group
Key
Id
InfoSettings
Minimum matchesRequired
Exact Name matchRequired
Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Company
Representative
Created By
Status
Key
Id
InfoSettings
Minimum matchesRequired
Exact Subject matchRequired
CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 appRepresentative
Appointment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Contact With
SubjectRequired
Description
Start DateRequired
End DateRequired
Assigned ToRequired
Location
Appointment TypeRequired
Follow UpRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
Completed Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Company
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Key
Id
InfoSettings
Minimum matchesRequired
CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Circle
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