--- title: "Connect Circle and Inmobalia CRM - APIANT.ai" description: "When \"Member Completed Course Section\" fires in Circle, your agent runs \"Create Activity Task\" in Inmobalia CRM." canonical: "https://apiant.ai/connect/circle-to-inmobalia-crm" --- # Connect Circle and Inmobalia CRM When **Member Completed Course Section** fires in [Circle](https://apiant.ai/connections/circle), your agent runs **Create Activity Task** in [Inmobalia CRM](https://apiant.ai/connections/inmobalia-crm), or **New Activity Log** in Inmobalia CRM to **Create Contact** in Circle. Describe the whole flow and it is built, tested on every scenario and kept running. Circle **20** triggers Circle **27** actions Inmobalia CRM **12** triggers Inmobalia CRM **39** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Circle and Inmobalia CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Circle and Inmobalia CRM can do together ### From Circle to Inmobalia CRM - When **Member Completed Course Section** in Circle then **Create Activity Task** in Inmobalia CRM - When **New Access Group** in Circle then **Create Activity Task Comment** in Inmobalia CRM ### From Inmobalia CRM to Circle - When **New Activity Log** in Inmobalia CRM then **Create Contact** in Circle - When **New Activity Task** in Inmobalia CRM then **Create Comment** in Circle Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Circle and Inmobalia CRM ## Triggers and actions 32 triggers · 66 actions - 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 **Activity Log Update** Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact. - Trigger **Activity Task Update** Triggers when an activity task is created or updated in Inmobalia CRM. - Trigger **Contact Update** Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed. - Trigger **New Activity Log** Triggered when a new activity log is created. - Trigger **New Activity Task** Triggered when a new activity task is created. - Trigger **New Contact** Triggered when a new contact is created in Inmobalia CRM. - Trigger **New Property** Triggers when a new property is created in Inmobalia CRM. - Trigger **New Sale** Triggers when a new sale is created in Inmobalia CRM. - Trigger **New User** Triggered when a new user is created in the agency's Inmobalia CRM account. - Trigger **New WebLead** Triggers when a new web lead is received, such as a website form submission or a lead from an integration. - Trigger **Property Update** Triggers when an existing property is changed, or a new one is added, returning the property's summary details. - Trigger **Sale Update** Triggers when a sale is created or updated in Inmobalia CRM. - Action **Create Activity Log** Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id. - Action **Create Activity Log Comment** Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment. - Action **Create Activity Task** Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings. - Action **Create Activity Task Comment** Adds a comment to an activity task. The authenticated user is recorded as the comment's author. - Action **Create Contact** Creates a new contact in Inmobalia CRM and returns the id of the new contact. - Action **Create Property** Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished. - Action **Create Property Description** Adds a description in a chosen language to a property, and returns the description that was created. - Action **Create Property File** Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details. - Action **Create Property Image** Uploads a JPEG or PNG image to a property's gallery and returns the new image's details. - Action **Create Property Link** Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link. - Action **Create WebLead** Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead. - Action **Find and Get Activity** Returns one activity, either an activity log or an activity task, by its ID. - Action **Find and Get Activity Log** Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings. - Action **Find and Get Activity Task** Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings. - Action **Find and Get Contact by Email** Finds contacts by exact email address and returns the first match along with every matching contact. - Action **Find and Get Contact by ID** Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found. - Action **Find and Get Property by ID** Returns the full details of a single property, identified by its ID. - Action **Find and Get Property by Reference** Returns the full details of the property with the given reference, including its pricing, location, features and status. - Action **Find and Get Property Description** Returns a property's description text in the language you specify, including its short, main, extra and price descriptions. - Action **Find and Get Property File by Property Id and File Id** Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID. - Action **Find and Get Property HTML by Property Id and HTML Id** Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings. - Action **Find and Get Property Image by Property Id and Image Id** Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status. - Action **Find and Get Property Link by Property Id and Link Id** Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID. - Action **Find and Get Sale by Code** Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status. - Action **Find and Get Sale by ID** Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status. - Action **Find and Get User** Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled. - Action **Get All Available Property Features** Returns every property feature in the agency's catalogue, with its code, name and type. - Action **Get All Custom Features** Returns the custom property features your agency has defined, with each feature's code and name. - Action **Get All Property Tags** Returns all the property tags defined in your Inmobalia CRM agency. - Action **Get All Property Types** Returns every property type available in the agency's Inmobalia CRM, with each type's name and category. - Action **Select Location** Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area. - Action **Update Activity Log** Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log. - Action **Update Activity Task** Updates an existing activity task in Inmobalia CRM and returns the updated task. - Action **Update Contact** Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact. - Action **Update Property** Updates an existing property by ID, changing only the fields you fill in, and returns the updated property. - Action **Update Property Description** Updates the description of a property in a given language, and returns the updated description. - Action **Update Property File** Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced. - Action **Update Property Image** Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image. - Action **Update Property Link** Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link. ## Each app on its own - [ **Circle** A modern community platform for creators.](https://apiant.ai/connections/circle) - [ **Inmobalia CRM** Inmobalia CRM is the online real estate software and secure property MLS network servicing the most...](https://apiant.ai/connections/inmobalia-crm) Reviews ## What our customers say ## More from Circle - [ **Circle to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/circle-to-hubspot) - [ **Circle to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/circle-to-salesforce) - [ **Circle to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/circle-to-slack) - [ **Circle to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/circle-to-google-sheets) - [ **Circle to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/circle-to-gmail) - [ **Circle to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/circle-to-google-calendar) ## More into Inmobalia CRM - [ **HubSpot to Inmobalia CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-inmobalia-crm) - [ **Google Sheets to Inmobalia CRM** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-inmobalia-crm) - [ **Gmail to Inmobalia CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-inmobalia-crm) - [ **Google Calendar to Inmobalia CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-inmobalia-crm) - [ **Google Drive to Inmobalia CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-inmobalia-crm) - [ **ActiveCampaign to Inmobalia CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-inmobalia-crm) Questions ## Circle and Inmobalia CRM, answered ### ### What can start an automation from Circle? Any of Circle's 20 triggers in the catalog, including Member Completed Course Section, New Access Group, New Comment Posted and New Event Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Inmobalia CRM when something happens in Circle? Any of Inmobalia CRM's 39 actions, including Create Activity Log, Create Activity Log Comment, Create Activity Task and Create Activity Task Comment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Inmobalia CRM to Circle? Yes. When something happens in Inmobalia CRM, your agent can act in Circle too. This page covers both directions: Inmobalia CRM's triggers and Circle's actions are listed here as well. ### ### Do I have to build a connector for Circle or Inmobalia CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Circle and Inmobalia CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.