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Circle - Create PDF, Word, Excel Documents
Circle connects with Documentero to turn your community activity into ready-to-share documents. You can automatically create reports, summaries, and member records from Circle events such as new posts, comments, or member sign-ups. This helps creators keep track of community growth and share updates in professional formats like PDF, Word, or Excel. With integrations through tools like Zapier, Make, or Power Automate, the setup is flexible for different workflows.
Circle
Documentero
Triggers
Watch Comments — Triggers if new comments have been posted.
Watch Communities — Triggers if new communities have been created.
Watch Members Accepted an Invitation — Triggers if new members have accepted an invitation.
Watch Spaces — Triggers if new spaces have been created.
Watch Tagged Members — Triggers if members have tagged.
Watch Posts — Triggers when new posts have been created.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Circle using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Circle using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Circle community activity
Create Word documents of new Circle discussions for team review
Export Excel spreadsheets of new Circle members for record keeping
Build branded onboarding packets when Circle invitations are accepted
Generate weekly summaries of Circle posts in PDF format
Create downloadable archives of Circle comments in Word
Export tagged member lists from Circle into Excel files
Automatically create event recap documents from Circle spaces
Generate monthly community engagement reports from Circle data
Create branded newsletters in PDF from Circle discussions
How you can use Circle + Documentero
Community Growth Report
Generate a weekly PDF report from Circle’s new member sign-ups and accepted invitations.
Discussion Summaries
Create Word documents that capture new posts and comments for sharing with collaborators or archiving.
Event Participation Records
Export Excel sheets of members tagged in specific posts or spaces for event attendance tracking.
Content Archive
Automatically generate .docx files of community posts to maintain an organized archive outside Circle.
Onboarding Documents
Produce welcome packets in PDF format when new members accept invitations in Circle.
Setup Guides
Zapier Tutorial: Integrate Circle with Documentero
- Create a new Zap in Zapier.
- Add Circle to the zap and choose one of the triggers (Watch Comments , Watch Communities , Watch Members Accepted an Invitation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Circle trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Circle with Documentero
- Create a new scenario in Make.
- Add Circle to the scenario and choose one of the triggers (Watch Comments , Watch Communities , Watch Members Accepted an Invitation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Circle trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Circle with Documentero
- Create a new workflow in n8n.
- Add Circle to the workflow and choose one of the triggers (Watch Comments , Watch Communities , Watch Members Accepted an Invitation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Circle trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Circle with Documentero
- Create a new flow in Power Automate.
- Add Circle to the flow and choose one of the triggers (Watch Comments , Watch Communities , Watch Members Accepted an Invitation). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Circle trigger.
- Test and save your flow.
