Circle + Katana

Add new Circle members as customers in Katana instantly

Seamlessly incorporate new members from Circle into your Katana workflows with this efficient integration. When a new member is added in Circle, this automation will create a customer in your Katana app, ensuring a smooth onboarding process for all. Save time and maintain accuracy by allowing this workflow to handle your new member management in both platforms.

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 Customer
Creates a customer.
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
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Write
- Search ByRequired
- Search TermRequired
Action
Search

- 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
Try It
- CommunityRequired
- Course Space
- Section
Trigger
Scheduled
Try It
- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Scheduled
Try It
- CommunityRequired
- Course Space
- Section
- QuizRequired
Trigger
Scheduled
Try It
- 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
- Customer IDRequired
- Customer Reference
- Order NumberRequired
- Location
- Created DateRequired
- Delivery Date
- Variant SkuRequired
- QuantityRequired
- Price Per UnitRequired
- Tax Rate IdRequired
- Additional Info
Action
Write
- Search ByRequired
- Search TermRequired
- NameRequired
- E-mail address
- Phone number
- Comment
Action
Search or 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 Katana

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

Learn more

Related categories

eCommerce

Circle + Katana

Add new Circle members as customers in Katana instantly

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

Create Customer

Find Customer

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

Create Sales Order

Find or Create Customer

About Circle

Related categories

Similar apps

Zapier Interfaces

About Katana

Related categories