Connect Circle and Commusoft

Both apps 101Circle 47Commusoft 54

• 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.

• Trigger
  New Contact

  Triggers when a new contact is added to a customer or work address.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Diary

  Triggers when a new diary appointment is booked.

• Trigger
  New Job

  Triggers when a new job is created.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created.

• Trigger
  New Scheduled Activity

  Triggers when a new scheduled activity is created.

• Trigger
  New Work Address

  Triggers when a new work address is created.

• Action
  Complete Scheduled Activity

  Marks a scheduled activity as completed.

• Action
  Create Company

  Creates a new company customer in Commusoft.

• Action
  Create Contact

  Adds a contact person to a customer or work address.

• Action
  Create New Customer

  Creates a new private customer in Commusoft with its primary contact and address.

• Action
  Create New Work Address

  Creates a new work address under an existing customer.

• Action
  Create Opportunity

  Creates a new sales opportunity at an existing customer or work address property.

• Action
  Delete Appointment

  Deletes a diary appointment.

• Action
  Delete Asset

  Deletes an asset from a property.

• Action
  Delete Contact

  Deletes a contact person.

• Action
  Delete Job

  Deletes a job.

• Action
  Delete Opportunity

  Deletes a sales opportunity.

• Action
  Delete Property

  Deletes a customer, company or work address.

• Action
  Delete Scheduled Activity

  Deletes a scheduled activity.

• Action
  Get Appointment

  Returns one diary appointment by its ID.

• Action
  Get Asset

  Returns one asset (e.g. a boiler) by its ID.

• Action
  Get Job

  Returns one job by its ID.

• Action
  Get Opportunity

  Returns one sales opportunity by its ID.

• Action
  Get Property

  Returns one customer, company or work address by its ID.

• Action
  List Advertising Types

  Returns the advertising types (lead sources).

• Action
  List Appointments

  Returns diary appointments, optionally for one engineer or date range.

• Action
  List Asset Groups

  Returns asset groups such as Boiler or Heat pump.

• Action
  List Assets

  Returns assets recorded at properties.

• Action
  List Asset Types

  Returns asset types within asset groups.

• Action
  List Business Units

  Returns the business units.

• Action
  List Customer Types

  Returns the customer types set up in Commusoft.

• Action
  List Files

  Returns files saved against properties, opportunities or jobs.

• Action
  List Forms

  Returns custom forms completed against jobs.

• Action
  List Job Description Templates

  Returns the job description templates used when creating jobs.

• Action
  List Jobs

  Returns jobs, optionally filtered by property, status or pipeline stage.

• Action
  List Opportunities

  Returns sales opportunities, optionally filtered by property or pipeline stage.

• Action
  List Opportunity Pipelines

  Returns active opportunity pipelines.

• Action
  List Opportunity Stages

  Returns the stages of one opportunity pipeline.

• Action
  List Properties

  Returns customers, companies and work addresses.

• Action
  List Property Contacts

  Returns the contacts of a customer or work address.

• Action
  List Provinces

  Returns the provinces/counties set up in Commusoft.

• Action
  List Scheduled Activities

  Returns scheduled activities, optionally filtered by status or associated record.

• Action
  List Telephone Types

  Returns the telephone types.

• Action
  List Titles

  Returns the contact title options such as Mr and Mrs.

• Action
  List User Groups

  Returns the user groups.

• Action
  Mark Job Complete

  Marks a job as complete at the given date and time.

• Action
  Mark Job Uncompleted

  Reopens a completed job.

• Action
  Put Job On Hold

  Puts a job on hold for a given reason.

• Action
  Remove Job From Hold

  Takes a job off hold.

• Action
  Update Company

  Updates an existing company customer's details.

• Action
  Update Contact

  Updates a contact person's details.

• Action
  Update Customer

  Updates an existing private customer's contact and address details.

• Action
  Update Work Address

  Updates a work address's contact and address details.

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