Circle + Sage Accounting
Add new Circle members as customers in Sage Accounting
Effortlessly manage your community members and their financial data with this Circle and Sage Accounting workflow. When a new member is added to your Circle community, their information will be used to create a new customer in Sage Accounting, streamlining your onboarding process and ensuring accurate customer records. Keep your community and accounting software in sync, saving time and reducing errors in your financial management.
Effortlessly manage your community members and their financial data with this Circle and Sage Accounting workflow. When a new member is added to your Circle community, their information will be used to create a new customer in Sage Accounting, streamlining your onboarding process and ensuring accurate customer records. Keep your community and accounting software in sync, saving time and reducing errors in your financial 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 CustomerCreates a new customer.
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 app
New Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Service
Triggers when a new service is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Contact Payment
Triggers when an existing contact payment is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Sales Quote
Triggers when a sales Quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Stock Item
Triggers when a stock item is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPayment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Purchase Invoice
Creates a new purchase invoice.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Reference
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DateRequired
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Quote Number Prefix
Quote Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuote Number or ReferenceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
DescriptionRequired
Item Code
Notes
Active
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 appNew Contact Payment
Triggers when a new contact payment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Quote
Triggers when a new sales Quote is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Stock Item
Triggers when a new stock item is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Sales Invoice
Triggers when a sales invoice is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUpdated Service
Triggers when a service is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment Reference
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Business NameRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Sales Quote
Creates a new sales Quote.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Date
Invoice Number Prefix
Invoice Number
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Item Code
Notes
Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
ActionThis is an event a Zap performs.SearchFind existing data in your appBusiness Name or Reference to search for the Contact GUIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appService Code or DescriptionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilter by Contact Name or Reference
Filter by Updated or Created Since the Given Date
Filter by From Date
Filter by To Date
Contact NameRequired
Contact ReferenceRequired
Payment ReferenceRequired
Payment DateRequired
Total Payment AmountRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBusiness Name or Reference to search for the Contact GUIDRequired
Business NameRequired
Reference
Notes
Credit Limit
Credit Term Days
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInvoice Number or ReferenceRequired
DateRequired
Invoice Number Prefix
Reference
Notes
Terms And Conditions
Sent
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundService Code or DescriptionRequired
DescriptionRequired
Item Code
Notes
Active
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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