Membership integration

Connect your checkout to Circle

Prepare a paid-invoice sequence to find a Circle member and assign a space. Follow the setup guide and access checks.

Start your 14-day free trial Setup guide

Setup is available in the builder. Provider request verification and a complete paid-access replay are still required.

Stripe

Plandalf

Circle

invoice.paid

Overview

How Circle and Plandalf split the work

Circle holds your community and spaces. Plandalf supplies checkout, paid invoices and the configured sequence.

Native app available

Choose the community and space your product should unlock, configure the member actions, then verify the result as the buyer. The guide covers checkout, promos and partner attribution alongside the remaining provider checks.

Circle owns

Community members and spaces
Member login and content access
Invitations and community settings

Plandalf owns

Checkout and paid invoices
The configured member actions
Promo and affiliate purchase records

Set it up

Connect Circle in three steps

The short version. The Circle setup guide has the full walkthrough and the test-mode checks.

1
Prepare the community
Choose an approved account, controlled buyer inbox and dedicated space. Verify the Admin API contract and account connection.
2
Configure the paid-event sequence
Scope the trigger to the intended offer. Find or create the member, then pass its ID to the space action.
3
Check access as the buyer
Match the sandbox payment and paid invoice to the Circle member. Confirm the buyer can open the promised space and a nonbuyer cannot.
Read the Circle setup guide →
Browse Circle connections →

Plandalf · Automations

Actual Circle Find or Create Member action dialog awaiting an account connection.

Connect the purchase to community access

Follow the setup for each product, then verify its customer outcome.

Product	Set it up	Verify before launch
Checkouts →	A link to the intended hosted checkout.	Actual sandbox payment and matching paid invoice.
Automations →	Member lookup and space assignment after the scoped paid event.	Correct member, actual restricted-space access, failure and duplicate replay.
Timers / Promos →	A deadline on the external sales page and the same promo in checkout.	Persistent participant deadline and checkout price across expiry.
Affiliates · early access →	Partner attribution on the sales page or hosted checkout.	Paid sale, commission decision, refund and renewal matched separately from Circle access.

Three real setup captures are available. Provider authentication, API request compatibility and actual member access remain unverified. Keep the sequence paused until those checks pass.

Read the automation scope →

Integrations

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Questions

Common questions about Circle and Plandalf

The short answers. The docs have the long ones.

Which Circle actions are in the builder?

Find or Create Member, Add Member to Space and Update Member Fields. Their complete provider replay is pending.

Is the integration verified for buyers?

The setup forms were captured, but authentication, provider request compatibility and the complete paid-access journey still need verification.

Does a test payment isolate Circle changes?

No. Actions use the selected community. Use a dedicated space and a controlled buyer inbox during the replay.

Does a refund remove community access?

The current action set does not include space removal. Implement and verify your cancellation and refund policy before selling recurring access.

Can I show a countdown in Circle?

This guide uses a countdown on your external sales page and connects the promo to checkout. Native countdown rendering inside Circle has not been verified.

Does space membership prove an affiliate sale?

No. Match the paid invoice to the intended partner and commission decision in Plandalf, then verify Circle delivery separately.

The team