Circle + Contractor+
Add new Circle members to Contractor+ as leads
Effortlessly grow your contractor business with this Circle to Contractor+ workflow. Whenever a new member is added to your Circle community, a lead is created in the Contractor+ app. This automation streamlines your lead generation process, saving you time and ensuring you never miss an opportunity to connect with potential clients.
Effortlessly grow your contractor business with this Circle to Contractor+ workflow. Whenever a new member is added to your Circle community, a lead is created in the Contractor+ app. This automation streamlines your lead generation process, saving you time and ensuring you never miss an opportunity to connect with potential clients.
- 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 LeadCreates a new lead.
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
Create Client
Creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Countries
Triggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpense Categories
Triggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leads
Triggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Invoice
Creates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Lead
Creates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Statuses
Triggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Work Order
Creates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Estimate DateRequired
Estimate Doesn't Expire?
Expiration Date
Pass Processing Fee To Client?
Send Overdue Reminder?
Number of Line Items
Discount TypeRequired
Discount ModeRequired
Discount (%)
Discount Total ($)
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Request Deposit Percent
Request Deposit Type
Request Deposit Total
Request Deposit Date
Show Payment Deposit in Contract
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Invoice DateRequired
Payment Due DateRequired
Pass Processing Fee To Client?
Send Overdue Reminder?
PO NumberRequired
Number of Line Items
Discount TypeRequired
Discount Percentage TypeRequired
Discount
Discount Total
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Show Payment Deposit in Contract
Request Deposit Type
Request Deposit Percent
Request Deposit Total
Request Deposit Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Property Tenant Name
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Country
State ID
State
CityRequired
Street 1Required
Street 2
Zip CodeRequired
Lockbox Code
Gate Code
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
Enable RSVP Limit
RSVP Limit
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
Enable RSVP Limit
RSVP Limit
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 appClient List
Triggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get All Payment Modes
Triggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice List
Triggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Sources List
Triggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStaff List
Triggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalutation
First NameRequired
Last Name
Client TypeRequired
Lead
Is Client Tax Exempt
Tax Exemption Number
Billing Address Street
Billing Address Street 2
Billing Country
Billing Country Name
Billing Address State ID
Billing Address State
Billing Address City
Billing Address Zip Code
Property Address Same as Billing Address
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Tenant Email
Gate Code
Lockbox Code
Phone Code
Phone Number
Phone Type
Phone is Primary
Email Address
Email Type
Email is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense TitleRequired
Expense ForRequired
Expense Description
Payment Method
Reference #
Expense Category IDRequired
Reimburse To
AmountRequired
Total Expense Amount
Expense DateRequired
Property Street 1
Property Street 2
Property Country
Property State
Property City
Property Zip
Is Tax Included
Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead TypeRequired
Salutation
First NameRequired
Last Name
DescriptionRequired
Lead StatusRequired
Source
Address
Address 2
Country
State
City
Zip
Staff
ISD Code
Phone Type
Phone Number
Is Primary Phone Number
Email Address
Email Type
Is Primary Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Order TitleRequired
Work Order DateRequired
Client IDRequired
Property IDRequired
Property Street 1Required
Property Street 2
Property CityRequired
StateRequired
State IdRequired
CountryRequired
Property ZipRequired
Client Note
Admin Note
Terms & Conditions
Schedule Date
Show Delegate Work Order
Delegate To
Schedule Type
Is Any Time
Number of Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Circle
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