Integration

Connect Agile CRM to Polar

When something happens in Agile CRM, your agent does the next thing in Polar. Describe it in plain language and the automation is built, tested on every branch and kept running.

Agile CRM10 triggersAgile CRM63 actionsPolar21 triggersPolar19 actions

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What do you want Agile CRM and Polar to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Agile CRM and Polar

Triggers and actions 31 triggers · 82 actions

Trigger
List all tasks
list all tasks, surfacing new ones over time
Trigger
List contacts
list contacts, surfacing new ones over time
Trigger
List deals
list deals/opportunities, surfacing new ones over time
Trigger
List events
list events, surfacing new ones over time
Trigger
List pending tasks
list pending tasks within N days
Trigger
List tickets
list help desk tickets by filter, surfacing new ones
Trigger
List tracks
list deal tracks/pipelines
Trigger
New contact
Triggered when a new contact is added. Polls the contacts list and emits each new contact, deduplicated by contact id.
Trigger
New matching contact or company
Triggers when a new contact or company matches your search query.
Trigger
New matching task
Triggers when a new task matches your filter.
Action
Add contact to campaign
enroll a contact into a campaign by email
Action
Add lead score by email
add lead score to a contact by email
Action
Add note by contact email
add a note to a contact by email
Action
Add tags by contact email
add tags to a contact by email
Action
Add tags to contact
add multiple tags to a contact by ID
Action
Add tag to contact
Adds a tag to the specified contact. Spaces in the tag are replaced with underscores.
Action
Add ticket note
add a note to a ticket
Action
Change contact owner
change the owner of a contact
Action
Create company
/contacts (type=company) — create a company record
Action
Create contact
create a full contact record
Action
Create deal
create a deal/opportunity
Action
Create deal by contact email
create a deal for a contact by email
Action
Create deal note
create a note on a deal
Action
Create document
create a document
Action
Create event
create an event
Action
Create new contact (just email)
Creates a new contact using just the email address, then returns the new Contact ID.
Action
Create note
create a note
Action
Create task
create a task
Action
Create task by email
create a task for a contact by email
Action
Create ticket
create a help desk ticket
Action
Delete company
Delete a company.
Action
Delete contact
delete a contact
Action
Delete contact note
delete a contact note
Action
Delete deal
delete a deal
Action
Delete event
delete an event
Action
Delete tags by contact email
remove tags from a contact by email
Action
Delete task
delete a task
Action
Delete ticket
delete a help desk ticket
Action
Find contact
Returns the Contact ID (and contact record) for the given email address.
Action
Get company by ID
Retrieve a company by ID.
Action
Get contact by ID
retrieve a contact by ID
Action
Get contact by phone
look up a contact by phone
Action
Get contact deals
list deals for a contact
Action
Get contact documents
list documents for a contact
Action
Get contact events
list events for a contact
Action
Get contact notes
list notes for a contact
Action
Get contact tasks
list tasks for a contact
Action
Get deal by ID
retrieve a deal by ID
Action
Get deal notes
list notes for a deal
Action
Get deals by pipeline
list deals grouped by pipeline
Action
Get deals from track
list deals filtered by track
Action
Get Deals Grouped by Milestone
Returns every deal in the account, grouped into one list per milestone (New, Won, Lost and any custom milestones). Takes no search criteria — pick the milestone you want out of the returned groups.
Action
Get my deals
list deals owned by the current user
Action
Get task by ID
retrieve a task by ID
Action
Get ticket filters
list available ticket filters
Action
Get ticket messages
list notes/messages for a ticket
Action
List companies
list companies
Action
Remove contact from deal
remove a contact from a deal
Action
Remove tag from contact
Removes a tag from the specified contact. Spaces in the tag are replaced with underscores.
Action
Remove tags from contact
remove multiple tags from a contact by ID
Action
Search contact by email
look up a contact by email
Action
Search contact by email (POST)
look up a contact by email (POST variant)
Action
Search contacts by dynamic filter
search contacts by dynamic filter
Action
Update company
/contacts/edit-properties (company) — update company properties
Action
Update contact
Updates the specified contact's first name, last name, and email properties.
Action
Update contact lead score
update a contact's lead score
Action
Update contact property
update contact properties
Action
Update contact star rating
update a contact's star rating
Action
Update deal
partially update a deal
Action
Update deal note
Update a note on a deal. Fetches the deal, finds the note, overlays ONLY the fields you supply (blank fields keep their current value), then saves. Non-destructive.
Action
Update event
Update an event. Fetches the existing event, overlays ONLY the fields you supply (blank fields are left untouched), and carries the attached contacts through, then saves. Non-destructive.
Action
Update task
partially update a task
Action
Update track
Update a track (milestone pipeline). Fetches the track, overlays ONLY the fields you supply (blank fields keep their current value, so the milestone list is never erased), then saves. Non-destructive.
Trigger
Benefit Created
Triggered when a new benefit is created in Polar.
Trigger
Benefit Updated
Triggered when a benefit is changed in Polar.
Trigger
Checkout Created
Triggered when a new checkout session is created in Polar.
Trigger
Checkout Expired
Triggered when a checkout session expires in Polar without being paid.
Trigger
Checkout Updated
Triggered when a checkout session changes in Polar, for example when it is confirmed or paid.
Trigger
Customer Created
Triggered when a new customer is created in Polar.
Trigger
Customer Deleted
Triggered when a customer is deleted in Polar.
Trigger
Customer State Changed
Triggered when a customer's state changes in Polar - their active subscriptions, granted benefits or meters.
Trigger
Customer Updated
Triggered when a customer's details change in Polar.
Trigger
Order Created
Triggers when a new order is placed in your Polar organization.
Trigger
Order Paid
Triggers when an order in your Polar organization is paid.
Trigger
Order Updated
Triggers when an order in your Polar organization changes.
Trigger
Product Created
Triggers when a new product is created in your Polar organization.
Trigger
Product Updated
Triggers when a product in your Polar organization changes.
Trigger
Subscription Active
Triggers when a subscription in your Polar organization becomes active.
Trigger
Subscription Canceled
Triggers when a customer cancels a subscription in your Polar organization.
Trigger
Subscription Created
Triggers when a new subscription is created in your Polar organization.
Trigger
Subscription Past Due
Triggers when a subscription in your Polar organization falls past due because a payment failed.
Trigger
Subscription Revoked
Triggers when a subscription in your Polar organization is revoked and the customer loses access.
Trigger
Subscription Uncanceled
Triggers when a customer reverses a pending cancellation and keeps a subscription in your Polar organization.
Trigger
Subscription Updated
Triggers when a subscription in your Polar organization changes.
Action
Create Benefit
Creates a benefit in Polar that you can attach to products.
Action
Create Checkout Session
Creates a Polar checkout session for a product and returns the link the customer pays through.
Action
Create Customer
Creates a customer in Polar.
Action
Create Discount
Creates a discount in Polar, either a percentage off or a fixed amount off.
Action
Create Product
Creates a product in Polar with its price or prices.
Action
Delete Customer
Deletes a customer in Polar. Their subscriptions are cancelled and their benefits revoked.
Action
Get Checkout Session
Returns one Polar checkout session by its id, including its status and payment link.
Action
Get Customer
Returns one customer from Polar by their id, including any metadata you stored on them.
Action
Get Product
Returns one product from Polar by its id, with its prices and attached benefits.
Action
Get Subscription
Returns one subscription from Polar by its id, with its status, amount and current period.
Action
List Benefits
Returns a page of benefits from Polar.
Action
List Checkout Sessions
Returns a page of checkout sessions from Polar.
Action
List Customers
Returns a page of customers from Polar.
Action
List Discounts
Returns the discount codes set up in your Polar organization, newest first. You can narrow the list by organization or by name text, and page through the results.
Action
List Orders
Returns the orders placed in your Polar organization. You can narrow the list by product, customer, subscription, checkout, discount or status, and page through the results.
Action
List Products
Returns the products in your Polar organization, with their prices and benefits. You can narrow the list by name text, archived state, one-time versus subscription, or a benefit, and page through the results.
Action
List Subscriptions
Returns the subscriptions in your Polar organization. You can narrow the list by product, customer, discount, active state or status, and page through the results.
Action
Update Customer
Updates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update Product
Updates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.

Each app on its own

The other way round: Polar to Agile CRM