Connect Business Pilot and Circle

Both apps 103Business Pilot 56Circle 47

• Trigger
  New Contact

  List contacts.

• Trigger
  New Contract

  List contracts.

• Trigger
  New Enquiry

  List enquiries.

• Trigger
  New Invoice

  List invoices.

• Trigger
  New Lead

  List leads.

• Trigger
  New Purchase Order

  List purchase orders.

• Trigger
  New Purchase Order Invoice

  List purchase order invoices.

• Trigger
  New Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  New Service Call

  List service calls.

• Trigger
  New Supplier

  List suppliers.

• Trigger
  Updated Contact

  List contacts.

• Trigger
  Updated Contract

  List contracts.

• Trigger
  Updated Enquiry

  List enquiries.

• Trigger
  Updated Invoice

  List invoices.

• Trigger
  Updated Lead

  List leads.

• Trigger
  Updated Purchase Order

  List purchase orders.

• Trigger
  Updated Purchase Order Invoice

  List purchase order invoices.

• Trigger
  Updated Purchase Order Invoice Query

  List purchase order invoice queries.

• Trigger
  Updated Service Call

  List service calls.

• Trigger
  Updated Supplier

  List suppliers.

• Action
  Create Contact Note

  Add a note to a contact.

• Action
  Create Contract Note

  Add a note to a contract.

• Action
  Create Lead

  Create a lead.

• Action
  Create Lead Note

  Add a note to a lead.

• Action
  Create Purchase Order Line

  Add a line to a purchase order.

• Action
  Find a Contact

  Retrieve a single contact.

• Action
  Find a Contact Type

  Retrieve a single contact type.

• Action
  Find a Contract

  Retrieve a single contract.

• Action
  Find a Lead

  Retrieve a single lead.

• Action
  Find a Lead Type

  Retrieve a single lead/contract type.

• Action
  Find All Contacts

  List contacts.

• Action
  Find All Contact Types

  List contact types.

• Action
  Find All Contracts

  List contracts.

• Action
  Find All Document Types

  List document types.

• Action
  Find All Enquiries

  List enquiries.

• Action
  Find All Invoices

  List invoices.

• Action
  Find All Leads

  List leads.

• Action
  Find All Lead Sources

  List lead sources.

• Action
  Find All Lead Types

  List lead/contract types.

• Action
  Find All Product Interests

  List product interests.

• Action
  Find All Product Types

  List product types.

• Action
  Find All Project Types

  List project types.

• Action
  Find All Purchase Order Invoice Queries

  List purchase order invoice queries.

• Action
  Find All Purchase Order Invoices

  List purchase order invoices.

• Action
  Find All Purchase Orders

  List purchase orders.

• Action
  Find All Sales Areas

  List sales areas.

• Action
  Find All Service Calls

  List service calls.

• Action
  Find an Enquiry

  Retrieve a single enquiry.

• Action
  Find an Invoice

  Retrieve a single invoice.

• Action
  Find a Purchase Order

  Retrieve a single purchase order.

• Action
  Find a Purchase Order Invoice

  Retrieve a single purchase order invoice.

• Action
  Find a Purchase Order Invoice Query

  Retrieve a single purchase order invoice query.

• Action
  Find a Service Call

  Retrieve a single service call.

• Action
  Find Roles

  List user roles.

• Action
  Find Suppliers

  List suppliers.

• Action
  Update Purchase Order

  Modify purchase order delivery information.

• Trigger
  Content Approved

  Triggers when a moderator approves reported (flagged) content in your Circle community.

• Trigger
  Content Flagged

  Triggers when a piece of community content (a post, comment or message) is reported for moderation.

• Trigger
  Content Rejected

  Triggers when a moderator rejects reported content (a post or comment) in your Circle community.

• Trigger
  Member Completed Course Section

  Triggers when a member completes a section of a course in your Circle community.

• Trigger
  New Access Group

  Triggers when a new access group is created in your Circle community.

• Trigger
  New Comment Posted

  Triggers when a new comment is posted in your Circle community, optionally limited to one space or post.

• Trigger
  New Event Created

  Triggers when a new event is published in your Circle community, optionally limited to one event space.

• Trigger
  New Event RSVP

  Triggers when a member RSVPs yes to the selected Circle event.

• Trigger
  New Member Active Subscription

  Triggers when a community member's paid subscription becomes active in Circle.

• Trigger
  New Member Added

  Triggers when a new member joins the Circle community. Optionally includes invited members who have not finished setting up their profile, or only members with chosen tags.

• Trigger
  New Member Canceled Subscription

  Triggers when a community member's paid subscription is canceled in Circle, returning the canceled subscription with its member and paywall details.

• Trigger
  New Member Paid Charge

  Triggers when a community member is charged successfully (a new paid charge appears in Circle).

• Trigger
  New Member Past Due Subscription

  Triggers when a community member's paid subscription becomes past due.

• Trigger
  New Member Refunded Charge

  Triggers when a member's charge is refunded, fully or partially, in your Circle community.

• Trigger
  New Post

  Triggers when a new basic post is published in your Circle community, optionally limited to one space or space group.

• Trigger
  New Space Created

  Triggers when a new space is created in your Circle community.

• Trigger
  New Tagged Member

  Triggers when a member tag is applied to a community member or contact in your Circle community.

• Trigger
  Quiz Failed

  Triggers when a member fails a course quiz in your Circle community. Requires Circle's Data API add-on.

• Trigger
  Quiz Passed

  Triggers when a member passes a quiz in a course lesson.

• Trigger
  Quiz Submitted

  Triggers when a member submits a quiz in a Circle course lesson.

• Action
  Add Member to Access Group

  Adds an existing community member, identified by email or member ID, to an active access group in your Circle community.

• Action
  Add Member to Space

  Adds an existing Circle user to a space by email. If the person is not yet a member of the community, they are added to the community too and emailed about it.

• Action
  Add Member to Space Group

  Adds an existing community member, by email, to a space group and to every space in that group. Does nothing if they are already in the group.

• Action
  Create Comment

  Creates a comment on a Circle post, or a reply to an existing comment, optionally authored as another community member.

• Action
  Create Contact

  Creates a non-member contact (lead) in your Circle community from an email address. The contact appears in your audience for email marketing but has no login or community access.

• Action
  Create Course Lesson

  Creates a lesson at the end of a course section in your Circle community, with optional content, status and media settings.

• Action
  Create Course Section

  Creates a new section at the end of a course space. The section starts with no lessons.

• Action
  Create Event

  Creates an event in a Circle event space, with its schedule, location, RSVP and notification settings, and optional recurrence, ticket price and invitations.

• Action
  Create Post

  Creates a post in a Circle basic space, with a title, rich-text content, author and publishing options.

• Action
  Find Member

  Finds a community member by their exact email address, including invited members who have not finished setting up their profile.

• Action
  Has Member Tag

  Checks whether the community member with a given email address has a given member tag, and returns true or false along with the member's id and tags.

• Action
  Invite Member

  Invites a person to your Circle community by email, creating their Circle account if needed, and optionally adds them to spaces, space groups and member tags. Returns the new community member.

• Action
  Is Member of Space

  Checks whether a community member, identified by email, belongs to a chosen space and returns their space membership details.

• Action
  Is Member of Space Group

  Checks whether a community member, identified by email, belongs to a space group, and returns their membership details when they do.

• Action
  Mark Course Lesson as Completed

  Marks a course lesson as completed for a member of the course space, identified by their email address.

• Action
  Remove Member

  Removes a member from your Circle community by deactivating their membership and canceling their running paid subscriptions. Their posts and comments are kept, and inviting the same email again restores the membership.

• Action
  Remove Member From Access Group

  Removes a community member, identified by member ID or email, from an access group.

• Action
  Remove Member From Event

  Removes a member's RSVP from a Circle event, identified by the member's email. The attendee record is kept with its RSVP set to no.

• Action
  Remove Member From Space

  Removes a community member, identified by email, from a space. The person stays a member of the community.

• Action
  Remove Member From Space Group

  Removes a member from a space group and from every space in that group. They stay a member of the community.

• Action
  RSVP Member to Event

  Adds a community member, identified by email, to an event. The member is RSVPed directly when the event auto-RSVPs invited attendees; otherwise they are invited.

• Action
  Send Direct Message

  Sends a direct chat message to a Circle community member, identified by email, optionally as a reply in a thread.

• Action
  Start a Group Chat

  Sends a message to a group of community members in a group chat, starting the group chat if it does not exist yet. The message is sent as the community member the connection authenticates as.

• Action
  Tag Member

  Applies a member tag to the community member with the given email. If the member already has the tag, it is kept.

• Action
  Untag Member

  Removes a member tag from the community member with the given email. The tag itself stays in the community; only its assignment to that member is removed.

• Action
  Update Event

  Updates an existing event in a Circle event space. Only the fields you fill in are changed; everything else on the event stays as it is.

• Action
  Update Member

  Updates an existing Circle community member's profile, profile fields, moderation flag and preferences, and adds them to spaces, space groups and member tags. Existing memberships and tags are kept.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.