Circle.so Webhook Guide

This article provides instructions on how to Add Member and Cancel Member inside of Circle.so using the CRM's export webhooks.

Resources

• Circle Public API

• API | Circle Knowledge Base

• Export Webhook Profiles - CheckoutChamp - Confluence (atlassian.net)

You will need your API token and your community ID, both of which are found inside of the Circle platform.

Add a member.

Add your export profile in the CRM.

Next, add the Field Mappings you want to send to Circle according to their API documentation.

In the following example we will be adding a member by email and Circle will send the invite email.

Add your token

Add the customers email address

Place your community ID

Add the customer name

Set the route to add members, most commonly used are Sale and Reactivate

Cancel a member.

Add your export profile in the CRM.

Next, add the Field Mappings you want to send to Circle according to their API documentation.

Add your token

Add the customers email address

Place your community ID

Profile Routing type is Cancelled

Make sure to run multiple tests before going live with the webhook integration to Circle.so to ensure your customers do not have any issues creating their accounts or logging in.