Circle

Circle

Circle.so is a platform for creating and managing communities.

Circle currently provides 2 triggers that can start a workflow and 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

Other2 triggers7 actions

Triggers

(2)

New Post Created

Triggers when a new post is created in a specific space.

New Member Added

Triggers when a new member is added to the community.

Actions

(7)

Create Post

Creates a new post in a specific space.

Create Comment

Creates a new comment on a post.

Add Member to Space

Add an existing member to a specific space by their email.

Find Member by Email

Finds a community member by their email address.

Get Post Details

Retrieves the complete details of a specific post.

Get Member Details

Fetches the full profile details for a specific community member.

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Circle and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Circle activity into Coherence

Start from a supported Circle event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New Post Created

Finishes with

Create or update a Coherence record

Act in Circle from a Coherence workflow

Use a change in Coherence to run a supported Circle action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Post

Connect Circle to the wider customer workflow

Combine Circle with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.

Starts with

New Post Created

Finishes with

Create Post, then preserve the outcome in Coherence

How to connect Circle

The exact authentication fields depend on Circle. The workflow structure stays straightforward:

1

Connect the account

Authorize the Circle account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Circle or provide a complementary trigger or action.

Circle integration questions

What can I automate with the Circle integration?

Circle currently provides 2 triggers that can start a workflow and 7 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.

How many Circle triggers and actions are available?

Circle currently lists 2 triggers and 7 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Circle connect to other apps through Coherence?

Yes. A workflow can combine supported Circle triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Circle?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

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