How to Use Google Sheets with Pabbly Connect to Remove Tags for Circle.so Community Members

Learn how to use Pabbly Connect to automate the removal of tags for Circle.so community members using Google Sheets. Follow our step-by-step guide. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating the removal of tags for Circle.so community members, you first need to access Pabbly Connect. This platform allows you to create workflows that connect various applications seamlessly. Start by logging into your Pabbly Connect account. If you don’t have an account, you can create one quickly and easily. Once logged in, navigate to the dashboard where you will create a new workflow.

Click on the ‘Create Workflow’ button and provide a suitable name for your workflow, such as ‘Remove Tags in Bulk from Circle Community Members’. After naming your workflow, click the ‘Create’ button to proceed. This sets the foundation for the automation process you will establish using Pabbly Connect.

2. Creating the Trigger for Google Sheets

In this step, you will set up the trigger in Pabbly Connect that initiates the workflow when data is added to Google Sheets. The trigger event will be based on the addition of data indicating that a member’s subscription has expired. Select Google Sheets as the application for your trigger event and choose the option to get rows.

• Choose the Google Sheets application.
• Select the ‘Get Rows’ action event.
• Connect your Google Sheets account to Pabbly Connect.

After connecting your account, select the spreadsheet that contains the member data. You may need to specify the range of data you want to monitor for changes. Once done, save your settings to finalize the trigger setup.

3. Scheduling the Workflow to Run Automatically

Next, you need to schedule your workflow to run automatically at specific intervals. This is crucial for ensuring that the tags are removed promptly when a member’s subscription expires. In Pabbly Connect, use the scheduler feature to set how often your workflow should check the Google Sheets data.

For instance, you can configure the workflow to run every 30 days. Make sure to set the time in UTC format, which means adjusting for your local time zone. If you are in Indian Standard Time (IST), you would set it to UTC-5:30. This ensures that your automation runs at the desired time without manual intervention.

4. Iterating Through Members to Remove Tags

Once the workflow is scheduled, the next step involves iterating through each member listed in your Google Sheets. This is where Pabbly Connect shines by allowing you to process each row of data individually. Use the iterator feature to segregate the data row by row, making it easier to identify which members need their tags removed.

After applying the iterator, you will set up a filter to check the subscription status of each member. This filter will ensure that only those members whose subscriptions have expired will have their tags removed. You can do this by selecting the relevant label from the iterator’s output and setting the condition to check if the subscription status equals ‘expired’.

5. Removing Tags from Circle.so Community Members

The final step in this automation process is to remove the tags from the Circle.so community members using Pabbly Connect. You will connect to the Circle.so application and select the action event to untag a member. This requires entering the API token and the host name of your Circle community.

Once connected, map the email address of the member whose tag you want to remove, along with the specific tag name. After saving and sending the test request, the tag will be removed from the member in real-time, demonstrating the effectiveness of your automation setup. This allows you to maintain your community’s integrity without manual effort.

Conclusion

Using Pabbly Connect to automate the removal of tags for Circle.so community members is an efficient way to manage your community. By following the steps outlined, you can set up a seamless integration with Google Sheets that ensures your member data is always up to date without manual intervention. This automation not only saves time but also enhances the overall management of your community.