Circle + Softr Integration

Connect Circle to Softr - Automate your workflows in 1-click

Make use of Circle automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Circle + Softr integration.

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Ready Workflows For Circle + Softr Integration

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Create Softr user for new Circle contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Circle - Softr integration, anytime a new Circle contact is created, an Softr user should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Member is added in Circle > Check condition > Create user in Softr

Circle + Softr Integration

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Create Your Own Circle & Softr Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Member is added in Circle
Triggers the automation when a new member is added
Member is tagged in Circle
Triggers the automation when tag is assigned to a member
Comment is added in Circle
Triggers the automation when a comment is added
Post is created in Circle
Triggers the automation when a new post is created
Member charge is paid in Circle
Triggers the automation when a member pays the subscription charges
Space is created in Circle
Triggers the automation when a new space is created
Community is created in Circle
Triggers the automation when a coummunity is created
Member charge is refunded in Circle
Triggers the automation when the subscription amount is refunded to a member
Subscription is active in Circle
Triggers the automation when a subscription is active
Subscription is canceled in Circle
Triggers the automation when a subscription is canceled
Subscription is past due in Circle
Triggers the automation when any subscription remains unpiad past the due date
Trial subscription is created in Circle
Triggers the automation when a trial subscription is created

Invite a member in Circle
Invites a user
Add member to space group in Circle
Adds a member to a space group
Add member to space in Circle
Invites a new member to join your workspace or group
Remove member from space in Circle
Removes a member from a designated workspace or community
Remove member from your community in Circle
Removes selected member from your community
Remover member from space group in Circle
Removes a member from a space group
Get member by id in Circle
Retrieves a member's data based on their id
Create a post in Circle
Creates a new post
Tag a community member in Circle
Tags a community member
Create event in Circle
Adds a new contact to the contact list
Send direct message in Circle
Sends a private message to a recipient
Search Member in Circle
Searches for a member with
Untag community member in Circle
Removes tag from the community member
Update member in Circle
Updates a member's information
RSVP member to event in Circle
Rsvps a member to an event
Start group chat in Circle
Starts a group chat with selected participants
Update event in Circle
Updates event details with the latest information
Remove member from event in Circle
Removes a member from a particular event
Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
Search member of space group in Circle
Searches for a member of a space group
Create comment in Circle
Generates a new comment
Create user in Softr
Generates a new user account
Delete user in Softr
Removes a user from the system

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