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Automating User Tags in Circle when milestones compelte

  • 10 August 2023
  • 8 replies
  • 162 views

Hi all, new to this space and zapier, so hoping some circle<>Zapier experts in here can lend me a hand

 

I’m in the process of building out a community for a client and we’re using Circle as our platform. Unlike Insided where you can set a milestone threshold to automatically assign badges there is not such automation in circle to achieve this. However I was told that if I created the tags (Circle version of badges) I could use Zapier to automate this process. So if someone attends 5 events = badge/tag, or someone contributes 100 comments= badge/tag.

 

Anyone with some know-how on this willing to help a brother out?

 

K

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8 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Kris U 

Good question.

Available Circle Zap app triggers/actions: https://zapier.com/apps/circle/integrations#triggers-and-actions

Sounds like you may have to log these activities to then trigger when a milestone is reached.

For example, log each comment by users, then use a rollup to count the # of comments, and another condition to trigger when the count = 100.

 

You can use Airtable to log this data.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Kris U 

Or after each trigger you may have to use the Zap action: Circle - Find Member

To see if that returns stats about the Member. (e.g. comment count)

To then use logic to determine if a milestone has been met.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Kris U 

Or to pull stats you may have to use the Circle API: https://api.circle.so

App APIs can be used in these apps:

  • Code
  • Webhooks
⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Kris U

Thanks for the response @Troy Tessalone. So if I understand there isn’t a direct way to automate IF X happens in Circle then Assign Y Tag? Correct?

 

If I’m understanding, I could create an initial zap that adds all users and user data to airtable (Could I also use google sheets? We don’t have an air table account). Then using the roll up feature, I would then create an automation between GoogleSheets/air table that assigns a certain tag in circle once X number is achieved in the google sheet corresponding to the users name/email

Like I said, I’m new to zapier so my understanding of more complex workflows is a little rudimentary. I’m kinda at the “explain this to me like I’m 5” level (haha)

Troy Tessalone
Userlevel 7
Badge +14

@Kris U 

Have you explored using Circle Workflows?

https://help.circle.so/c/workflows

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Kris U 

Available Circle Zap app triggers/actions: https://zapier.com/apps/circle/integrations#triggers-and-actions

 

If I’m understanding, I could create an initial zap that adds all users and user data to airtable (Could I also use google sheets? We don’t have an air table account). Then using the roll up feature, I would then create an automation between GoogleSheets/air table that assigns a certain tag in circle once X number is achieved in the google sheet corresponding to the users name/email

 

I’d recommend using Airtable over GSheets.

Airtable is a relational database, meaning records can be linked across Tables.

Airtable has different field types. (e.g. Rollup)

Airtable has Views, which are segments of data. (sort, filter, group, hide/show fields, reorder fields)

Views can be used to trigger Zaps. (e.g. View Filter conditions with Count = 5)

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Troy Tessalone
Userlevel 7
Badge +14

@Kris U 

Another approach is to use Circle Custom Fields.

So whenever an activity happens in Circle, you’d +1 the value in a custom field.

https://help.circle.so/c/custom-profile-fields

Then you could configure Zaps logic to filter based on that data point.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Kris U

@Kris U

Have you explored using Circle Workflows?

https://help.circle.so/c/workflows

Yes, unfortunately it doesn't (yet) offer the functionality I’m looking for :( 

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