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Automation workflow
Anyone interested in a similar workflow or custom workflow, please DM below is an example purpose, features added and a Loom video demonstration Circle Product Purchase + Onboarding Emails Purpose; To automatically onboard users based on which product they purchase—either “Accelerator” or “Light”—using Circle, Zapier, and an email onboarding sequence. Features; Step 1: Define Products in Circle - Your Circle community has two products: Accelerator Light Step 2: Tag Members Upon Purchase - When a member purchases a product, Circle automatically tags them: Purchasers of Light get tagged as "Light" Purchasers of Accelerator get tagged as "Accelerator" Step 3: Zapier Monitors Tag Assignments - Zapier watches for new tag assignments in Circle. - A filter step in Zapier checks the tag: If the tag is "Light," it triggers the Light onboarding automation If the tag is "Accelerator," it triggers the Accelerator onboarding automation Step 4: Add User to Email Onboarding Sequence - Based on the tag, the user is added to the corresponding email sequence: Light buyers enter the Light onboarding email sequence Accelerator buyers enter the Accelerator onboarding email sequence Step 5: Implement Delay Before Onboarding - A 3-day delay is set in the workflow. - After 3 days, the user automatically starts receiving the onboarding emails. Step 6: Activate Workflow - Both Zaps are set up and active in Zapier. - Tagging in Circle is functioning correctly. - Email sequences are configured and ready. - Publish the workflows to make the automation live. https://www.loom.com/share/66585a4f5fd440faba37b1f6dd06ad61?sid=4511d417-6081-4101-b528-271e38b7250c
Automation workflow
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Anam Haq
1
5points to level up
@anam-haq-7221
I help values-driven founders book more calls and scale. I’m also the founder of Forgeflow, which automates tasks to boost efficiency and sales.

Active 3h ago
Joined May 17, 2025
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