Membership integration
Connect Circle to Plandalf
Add the buyer to a Circle space the moment a checkout completes.
No credit card required. No coding required.
StripeCirclecheckout.completedgrant accessinvoice.voided → revoke
Overview
How Circle and Plandalf split the work
Plandalf sells the membership and takes the payment. Circle holds the content, unlocked the moment checkout completes.
- Checkout completedStudio Pro · $199.00
- Buyeralex@studio.co
- SequenceCircle step ran
Native app available
Circle is a step inside a Plandalf sequence. When a checkout completes, an invoice is paid or a buyer takes an upsell, the Circle step can find or create member, add member to space and update member fields, with the buyer's email and name, the products and the price paid already filled in. Connect the account once, from inside the sequence editor.
Circle owns
- Content, tiers and the community
- The member experience
Plandalf owns
- Selling the membership and taking payment
- Unlocking access on completion
- Removing access when an invoice is voided
Set it up
Connect Circle in three steps
The short version. No code unless you want it.
- 1
Pick the trigger
Open Automations, start a sequence and choose what starts it. Checkout completed is the usual one; invoice paid, upsell accepted and cart abandoned are there too.
- 2
Add a Circle step
Add a step and choose Circle. The first time, Plandalf asks you to connect your Circle account, right there in the editor.
- 3
Choose the action and switch it on
Pick find or create member, add member to space, update member fields. The buyer, products and price are already on the event; map any extra fields, then turn the sequence on and run a test checkout to watch it fire.
- Browse Circle connections →
Triggers and actions
Start with the sale. Build whatever comes after.
Any checkout event can start an automation with the whole order in hand. Stack the steps, wait between them, branch on what was bought.
Circle runs as a native step. See every integration
Checkout completedOrder #4821 · Maya Chen · $249.00FiredGrant offerCircleDoneAdds Maya to the course before she has closed the tab.
Launch WorkshopMembersIntegrations
Keep your site. Upgrade how it sells.
Plus a fully documented REST API and webhook layer for whatever’s not in the list.
Questions
Common questions about Circle and Plandalf
The short answers. The docs have the long ones.
Is there a native Circle app?
Yes. Circle is a step you add inside a Plandalf sequence: connect the account once, then pick the Circle action for each event. No middleware.
What does Plandalf do in Circle?
The Circle step can find or create member, add member to space, update member fields. Each carries the buyer's email and name, the products, the price paid, the coupon and the offer they bought from.
How does access get granted?
A completed checkout starts a sequence that grants the Circle tier mapped to the offer. A voided invoice can revoke it the same way.
Can I run a deadline or launch price?
Yes. Promos handle the deadline and the price ladder; Circle only sees the paid result.
Can members upgrade?
Yes. An upgrade checkout changes the subscription and re-runs the access sequence for the new tier.
The team
Built by a team obsessed with conversion.
15+ years building SaaS businesses together. Every part of Plandalf comes from a real checkout problem we’ve had to solve ourselves.
No credit card required. Nothing to migrate.