Circle + Cling

Add new Circle members as clients in Cling

Effortlessly manage your growing community by connecting Circle and Cling. With this workflow, whenever a new member joins your Circle space, a client will be created in Cling, allowing you to easily track and engage with your new members. Save valuable time and stay organized with this seamless integration.

When this happens...
New Member Added
Triggers when a new member joins the community, or when a member is added by an admin with a password set.
TriggerScheduled
automatically do this!
Create Client
Creates a new client
ActionWrite

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Supported triggers and actions

- Community
Trigger
Scheduled
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- CommunityRequired
- Space
- Topic
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
- EventRequired
Trigger
Scheduled
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- CommunityRequired
- Space
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
- Lesson
Trigger
Scheduled
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- Community
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Scheduled
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- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- PostRequired
- Member Email
- Comment BodyRequired
- Skip Notifications?
Action
Write
- CommunityRequired
- Course SpaceRequired
- NameRequired
Action
Write
- 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
Action
Write
- CommunityRequired
- Course Space
- Section
- LessonRequired
- Member EmailRequired
Action
Write
- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- CommunityRequired
- Member EmailsRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- EventRequired
- Member emailRequired
Action
Write
- 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
Action
Write
- Community IdRequired
- EmailRequired
Action
Search
- Member EmailRequired
- SpaceRequired
- CommunityRequired
Action
Search
Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document nameRequired
- Template IDRequired
- Client IDRequired
Action
Write

- Community
Trigger
Scheduled
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New Community
Triggers when a new community is created by the user.
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- CommunityRequired
Trigger
Scheduled
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- Community
Trigger
Scheduled
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- CommunityRequired
- Course Space
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Scheduled
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- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Scheduled
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- CommunityRequired
- SpaceRequired
- EmailRequired
Action
Write
- CommunityRequired
- Course Space
- SectionRequired
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
Action
Write
- 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
Action
Write
- 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
Action
Write
- CommunityRequired
- Space GroupRequired
- EmailRequired
Action
Write
- CommunityRequired
- EmailRequired
Action
Write
- CommunityRequired
- User EmailRequired
- Message BodyRequired
Action
Write
- CommunityRequired
- Member TagRequired
- User EmailRequired
Action
Write
- CommunityRequired
- Member TagRequired
- EmailRequired
Action
Write
- 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
Action
Write
- Member EmailRequired
- Member TagRequired
- CommunityRequired
Action
Search
- Member EmailRequired
- Space GroupRequired
- CommunityRequired
Action
Search
Document Accepted PDF
Triggers when a PDF is available after a document was accepted
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client nameRequired
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document IDRequired
Action
Write

About Circle

A modern community platform for creators.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Related categories

Proposal & Invoice Management

Circle + Cling

Add new Circle members as clients in Cling

Member Removed

New Comment Posted

New Member Active Subscription

New Member Paid Charge

New Member Refunded Charge

New Event RSVP

New Post

Member Completed Course Lesson

New Member Added

Quiz Failed

Add Member to Space Group

Create Comment

Create Course Section

Create Post

Mark Course Lesson as Completed

Remove Member From Space

RSVP Member to Event

Start a Group Chat

Remove Member From Event

Update Event

Find Member

Is Member of Space

Document Accepted

Document Denied

Document Sent

New Document

Create Document

New Space Created

New Community

New Member Canceled Subscription

New Member Past Due Subscription

New Event Created

New Tagged Member

Member Completed Course

Member Completed Course Section

Quiz Submitted

Quiz Passed

Add Member to Space

Create Course Lesson

Create Event

Invite Member

Remove Member From Space Group

Remove Member

Send Direct Message

Tag Member

Untag Member

Update Member

Has Member Tag

Is Member of Space Group

Document Accepted PDF

Document Expired

Document Viewed

Create Client

Send Document

About Circle

Related categories

Similar apps

Zapier Interfaces

About Cling

Related categories