1.Monitor new sale events
Integrate FanBasis and purchase data to capture each new sale and pull purchaser details and sale metadata.
Add pathway member access from qualifying product purchases
Automatically monitor new sale activity across FanBasis and Circle. Create and update pathway member access when qualifying product purchases happen—so you can grant community access, add member metadata, and record the join without manual onboarding.
How this automation accelerates pathway member onboarding
When new purchases happen without instant access provisioning, members wait for onboarding and community eligibility. This automation monitors FanBasis sales, filters for your configured pathway product, and updates Circle member access—so your team can onboard faster.
FanBasisor swap with your favorite app
2.Validate qualifying pathway product
Integrate Filter by Zapier and routing rules to continue only for sales that match your configured pathway product.
Filter von Zapieror swap with your favorite app
3.Add or update pathway member
Integrate Circle and membership groups to add the member to the pathway access group and update member metadata.
Kreisor swap with your favorite app
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Explore all account setup & configuration automations
Accelerate account readiness with automated provisioning, access assignment, and configuration updates
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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