Use Typeform to automate workflows

Typeform allows you to create forms, surveys and quizzes. It’s also a great tool for community admins to onboard new members to their community.

With Zapier, you can build automation between Typeform and Circle which allows you to automatically add and remove members, apply member tags, generate posts, and more by submitting a form.

Once you've created a Typeform, you’ll need to set up a Zapier workflow (also known as a “Zap”) with the relevant triggers and resulting actions in your community.

Here are some of the actions that can be triggered in your Circle community when someone submits a Typeform:

• Create post or comment

• Apply or remove member tag

• Add member to space or space group

• Remove member from space, space group, or community

• Invite member to community

You can explore the full list of possible workflows on the Circle + Typeform page.

We’ll use the “Invite Member” workflow as an example to show you how to create a Zap. Select it from the Circle + Typeform page and fill out the relevant info below.

• Choose app & event: “Typeform” and “New Entry” should already be selected

• Choose account: Enter your Typeform account login details

• Set up trigger: Select the Typeform which members will need to fill out

• Test trigger: Run a quick test to make sure you’ve configured everything correctly

• Choose app & event: “Circle” and “Invite Member” should already be selected

• Choose account: Sign in to your Circle community.You’ll need an API v1 token - you can find it by going to https://[your-community].circle.so/settings/api

• Set up action: Select the relevant information for Zapier to pull from the Typeform to create a profile for your member on your Circle community:

  • The only compulsory fields are Email and Community. The new member can fill out the other details after accepting the invite

  • You can choose which spaces or space groups the member should be added to in your community, as well as any tags that you want applied to their profile

  • Optionally, you can skip sending the email invitation (e.g. if you've already set a password for them that they'll know)

• Test action: Test out your Zap and see if it works. You’ll be notified of any potential errors, and you'll get a success message once it's ready to go

Typeform has an aggressive "auto-scroll" feature that sometimes causes the page/space to jump directly to the post with a Typeform embed. To fix it, try adding the below URL/code extensions to your embed URL/code to disable auto-scroll: ?disable-auto-focus=true

Here is an example of how the URL should look after you add the addition code: https://form.typeform.com/to/S2fQuquD?disable-auto-focus=true