Circle + Refersion Integration

Integrate Circle to Refersion in one click, or tell Integrately AI how you want each member handled. Onboard new affiliates, update accounts, notify your team, and track conversions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Refersion
    Affiliate is created in Refersion Instant
  • Refersion
    Conversion is created in Refersion Instant
  • Refersion
    Affiliate status is changed in Refersion Instant
  • Refersion
    Affiliate details are changed in Refersion Instant
  • Refersion
    Conversion is approved in Refersion Instant
  • Refersion
    Conversion is denied in Refersion Instant
  • Refersion
    Conversion trigger is created in Refersion Instant
  • Refersion
    Payment is created in Refersion Instant
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2.
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle
  • Refersion
    Create affiliate in Refersion
  • Refersion
    Search affiliate in Refersion
  • Refersion
    Get affiliate in Refersion
  • Refersion
    Add conversion cancellation in Refersion

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Ready Workflows Ready Workflows for Circle + Refersion Integration

Create affiliates from new community members, update profile details, sync commission accounts, alert your team, and track conversions, all in just one click.

Most popular automationmost-popular-automations
Refersion + Circle Integration

Create Circle contact for new Refersion affiliate

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Circle contact and Refersion affiliate can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Connect more apps to your Circle + Refersion flow

Extend your community and affiliate management with billing, CRM, messaging, spreadsheets, and marketing tools. Pick a combination and activate it in one click.

Circle
Refersion
+
StripeStripe (8)
+
HubSpotHubSpot (8)
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SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
MailchimpMailchimp (8)
+
TypeformTypeform (8)
S
R
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Create a Refersion affiliate and invite a member in Circle whenever a payment is created in Stripe
New Stripe payments instantly create a Refersion affiliate and invite a member in Circle, keeping your billing and community onboarding unified.
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Create a Stripe customer and a Refersion affiliate when a member is added in Circle
New Circle community members automatically generate a customer in Stripe and an affiliate in Refersion for seamless onboarding.
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When a conversion is approved in Refersion, update the customer in Stripe and add a member to space in Circle
Approved Refersion conversions update your Stripe customer records and grant Circle space access automatically.
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Create a Stripe invoice for every refunded member charge in Circle and update the affiliate in Refersion
Member refunds in Circle automatically generate a Stripe invoice record and update the Refersion affiliate status.
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If a Stripe payment is successful, create a Refersion affiliate and invite a member in Circle
Successful Stripe payments trigger automated affiliate creation in Refersion and community membership invitations in Circle.
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When a Stripe subscription fails, update the Refersion affiliate and remove the member from space in Circle
Failed Stripe subscriptions update affiliate statuses in Refersion and remove community space access in Circle.
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Use ChatGPT to analyse every new Stripe customer, create a Refersion affiliate, and invite a member in Circle
ChatGPT analyses new Stripe customer profiles before creating a Refersion affiliate and inviting a member in Circle.
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When a payment is created in Stripe, create a Refersion affiliate, invite a member in Circle, and notify Slack
Stripe payments trigger affiliate creation in Refersion, community invitations in Circle, and team notifications in Slack.

Supported triggers and actions for Circle and Refersion

Mix and match to build the exact automation you need

Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
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Search member of space group in Circle
Searches for a member of a space group
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Create comment in Circle
Generates a new comment
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Refersion
Refersion Triggers & Actions
Instant
Affiliate is created in Refersion
Triggers the automation when a new affiliate is added
Try it →
Instant
Conversion is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Affiliate status is changed in Refersion
Triggers the automation when affiliate status changes
Try it →
Instant
Affiliate details are changed in Refersion
Triggers the automation when affiliate details are updated
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Instant
Conversion is approved in Refersion
Triggers the automation when a conversion is successful
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Instant
Conversion is denied in Refersion
Triggers the automation when a conversion fails
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Instant
Conversion trigger is created in Refersion
Triggers the automation when a conversion occurs
Try it →
Instant
Payment is created in Refersion
Triggers the automation when a new payment is created
Try it →
Create affiliate in Refersion
Generates unique referral links for affiliate partners
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Search affiliate in Refersion
Searches for a particular affiliate partner
Try it →
Get affiliate in Refersion
Retrieves details of an affiliate partner
Try it →
Add conversion cancellation in Refersion
Cancel conversions in progress to prevent incorrect data tracking
Try it →

What can you automate with Circle + Refersion?

Streamline your community and affiliate workflows by connecting Circle and Refersion for seamless data syncing.

What you can automate?
🔄
Create affiliates from new community members
Create a Refersion affiliate automatically whenever a new member is added in Circle, ensuring seamless onboarding across your platforms.
📋
Capture every submitted profile field
Capture every submitted custom field from Circle member profiles and pass complete data into Refersion affiliate records.
🔔
Instant team notifications on activity
Alert your team instantly in Slack or via email whenever a new Refersion conversion is approved or an affiliate is created.
🔀
Conditional commission tier routing
Route affiliates to specific commission tiers in Refersion based on member tags or space access levels in Circle.
Keep member and affiliate data synced
Keep affiliate profiles and community memberships fully synchronised as details change across both platforms.
🔍
Prevent duplicate record creation
Search existing records in Refersion before creating new affiliates, preventing duplicate entries when members update their details.
🛡️
Manage refunds and cancellations automatically
Manage subscription cancellations, payment refunds, and affiliate status updates automatically between Circle and Refersion.
🔌
Extend flows to popular supporting apps
Connect your Circle and Refersion flow with Stripe, HubSpot, Slack, Google Sheets, Mailchimp, or Typeform for multi-step automations.
And much more...

Who is Circle + Refersion integration for?

Connecting Circle and Refersion helps affiliate managers, community owners, and finance teams track commission payouts and member signups without manual data entry.

Performance marketers
Performance marketers
Affiliate managers
Affiliate managers
Agency owners
Agency owners
Operations leads
Operations leads
Community managers
Community managers
Finance teams
Finance teams
📈
Performance marketers
You're reviewing conversion reports in Refersion but member signups from Circle only update when someone manually exports records, so your payout calculations are always outdated — this integration means every new member creates an affiliate instantly and your performance data stays current.
Affiliate managers
You need to approve new affiliates quickly, but community signups in Circle sit unnoticed until end-of-day reviews, delaying your onboarding outreach — with this integration, every new member triggers an affiliate creation instantly so you can review and approve without lag.
📊
Agency owners
You manage community programs for clients who expect real-time visibility into affiliate network growth, but manual tracking between Circle and Refersion leads to reporting gaps — automating both apps means every signup and conversion syncs automatically so your client dashboards remain accurate.
⚙️
Operations leads
You're handling high volumes of community signups and affiliate conversions daily, but manual data entry between Circle and Refersion creates bottlenecks and human errors — this integration means every record flows seamlessly without manual intervention.
🤝
Community managers
You rely on upstream membership data from Circle to update affiliate tiers in Refersion, but delays leave members waiting for correct commission rates — automating both apps means member updates flow straight into your affiliate management workflow instantly.
💼
Finance teams
You audit affiliate payouts and subscription revenue, but missing audit trails between Circle and Refersion leave frustrating gaps in your financial history — with this integration, every payment and conversion logs reliably for accurate auditing.
Our team

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Why choose Integrately to automate Circle + Refersion

Build and manage your Circle + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Circle + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Circle to Refersion?
Frequently Asked Questions
Connecting Circle to Refersion is simple and takes just a few clicks on Integrately. You can use ready-made workflow templates or ask Integrately AI to set up the automation for your community and affiliate program.
Can I automatically create a Refersion affiliate when a member joins Circle?
Frequently Asked Questions
Can I connect Circle, Refersion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Refersion?
Frequently Asked Questions
How are member details synced between Circle and Refersion?
Frequently Asked Questions
How are conversion updates handled between Refersion and Circle?
Frequently Asked Questions
Do I need coding skills to automate Circle and Refersion?
Frequently Asked Questions
Is the Circle and Refersion integration free?
Frequently Asked Questions
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You Can Also Connect Circle or Refersion With 1500+ Other Apps

Circle
Popular Circle Integrations
Connect Circle to community, CRM, and messaging platforms to manage and engage your members.
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Circle Integrations arrow right
No popular apps found
Refersion
Popular Refersion Integrations
Sync Refersion with ecommerce, billing, and reporting tools to keep your affiliate stack running smoothly.
See All
Refersion Integrations arrow right
No popular apps found