Connect Custify to Circle and automate any workflow
![Custify](https://zapier-images.imgix.net/storage/developer_cli/6bcdeb9424ac24a1d0dfe2edc7525c96.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Custify](https://zapier-images.imgix.net/storage/developer_cli/6bcdeb9424ac24a1d0dfe2edc7525c96.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
1. Choose a Trigger
An event that starts an automation
![Circle](https://zapier-images.imgix.net/storage/developer_cli/c785a61a4498829c28a5c88eada65fcc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Circle](https://zapier-images.imgix.net/storage/developer_cli/c785a61a4498829c28a5c88eada65fcc.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Custify with Circle - no code necessary. See how you can get setup in minutes.
Select a trigger from Custify
A trigger is an event that starts your Zap and runs the workflow. For example, with Custify, a trigger could be "Company Enters Segment."
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Circle
An action is what takes place after the automation is triggered. For example, with Circle, the action could be "Add Member to Space Group."
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Custify to Circle
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Custify and Circle to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Custify and Circle to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New custom attribute
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Email
- NPS scoreRequired
- Comment
- Event date and timeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- Event nameRequired
- Task description
- Task due date
- Task priorityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New custom attribute
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- New custom attribute
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Community
- Space GroupRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Topic
- 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.- Community
- Space
- Event nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Event nameRequired
- Comment BodyRequired
- Pin to top
- Comments Enabled
- Liking Enabled
- Member 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.- Community
- Space
- Section
- Lesson
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member EmailsRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Company ID
- Event nameRequired
- Comment BodyRequired
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Space
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Event nameRequired
- Event date and timeRequired
- User ID
- Email
- Company ID
- Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company ID
- User ID
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New custom attribute
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- New custom attribute
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event nameRequired
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Event nameRequired
- Company ID
- New custom attribute
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Community
- Space
- Section
- Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Community
- Space
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Section
- Event 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.- Community
- Space
- Event nameRequired
- Comment BodyRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Password
- Event nameRequired
- Community
- 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.- Community
- Space GroupRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member Email
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Company ID
- Event nameRequired
- 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 Email
- Member TagRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Space GroupRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app
Custify is a customer success platform that helps you better meet customers' needs, reducing churn and increasing lifetime value.
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