--- title: "Connect Circle to JobTread - APIANT.ai" description: "When \"Member Completed Course Section\" fires in Circle, your agent runs \"Create Customer\" in JobTread." canonical: "https://apiant.ai/connect/circle-to-jobtread" --- # Connect Circle to JobTread When **Member Completed Course Section** fires in [Circle](https://apiant.ai/connections/circle), your agent runs **Create Customer** in [JobTread](https://apiant.ai/connections/jobtread). Describe the whole flow and it is built, tested on every scenario and kept running. Circle **20** triggers Circle **27** actions JobTread **20** 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 JobTread 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 can start in JobTread - When **Member Completed Course Section** in Circle then **Create Customer** in JobTread - When **New Access Group** in Circle then **Create Customer Contact** in JobTread 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 JobTread ## Triggers and actions 20 triggers · 47 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. - Action **Assign Access** Grants a team member access to a JobTread record such as a job, so they can see and work on it. - Action **Create Comment** Creates a comment on a JobTread record such as a job, customer or vendor, optionally as a reply to another comment. - Action **Create Customer** Creates a new customer account in your JobTread organization. - Action **Create Customer Contact** Creates a contact person on a JobTread customer account. - Action **Create Job** Creates a job in JobTread at an existing customer location, optionally copying costs or tasks from another job and setting budget line items and custom fields. - Action **Create Location** Creates a location (job site address) for a JobTread customer. A location is required before a job can be created for that customer. - Action **Create Task** Creates a task or to-do on a JobTread job, customer/vendor account, or organization. - Action **Create Vendor** Creates a new vendor account in your JobTread organization. - Action **Create Vendor Contact** Creates a contact person on a vendor account in JobTread. - Action **Find a Customer** Finds customers in your JobTread organization by exact name and returns the matching customer records. - Action **Find a Job** Finds jobs in your JobTread organization by job name or job number and returns the matches. - Action **Find a Location** Finds JobTread locations in your organization by exact name and returns the first match plus all matches. - Action **Find a Membership** Finds a team member's membership in your JobTread organization by the user's name, returning the membership with its user and role. - Action **Find a Vendor** Finds vendors in a JobTread organization by exact name and returns the first match along with all matches. - Action **Import Task Template** Copies the tasks from a JobTread task template onto a job or other target, scheduled from an optional start date. - Action **Query API** Runs any JobTread Pave query or mutation you write and returns the raw result, for reading or changing data the other JobTread actions don't cover. - Action **Update Customer** Updates an existing customer in JobTread, such as its name, tax status or custom field values. - Action **Update Location** Updates an existing location's name, address, contact, tax settings or custom fields in JobTread. - Action **Update Vendor** Updates an existing vendor in JobTread, including its name, tax settings and custom field values. - Action **Upload Files** Uploads a file from a public URL into JobTread and attaches it to a job or other record. ## Each app on its own - [ **Circle** A modern community platform for creators.](https://apiant.ai/connections/circle) - [ **JobTread** JobTread is construction estimating & project management software that will help you keep your budget and...](https://apiant.ai/connections/jobtread) 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 JobTread - [ **HubSpot to JobTread** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jobtread) - [ **Salesforce to JobTread** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-jobtread) - [ **Slack to JobTread** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-jobtread) - [ **Google Sheets to JobTread** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-jobtread) - [ **Gmail to JobTread** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-jobtread) - [ **Google Calendar to JobTread** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-jobtread) Questions ## Circle and JobTread, 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 JobTread when something happens in Circle? Any of JobTread's 20 actions, including Create Comment, Create Customer, Create Customer Contact and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JobTread to Circle? JobTread has no triggers in the catalog today, so automations start in Circle. If you need the other direction, ask: your agent reads JobTread's API documentation and adds it. ### ### Do I have to build a connector for Circle or JobTread? 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 JobTread 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.