Connect Assembly.com and Polar

Both apps 129Assembly.com 82Polar 47

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

• 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
  Add Subscription

  Subscribes a customer to a free recurring product.

• Action
  Confirm Checkout Session

  Completes an open checkout session so Polar creates the order. Works without payment only when the checkout needs none, for example a free product.

• 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
  Revoke Subscription

  Cancels a Polar subscription immediately, ending the customer's access right away rather than at the end of the billing period.

• Action
  Update Benefit

  Changes a benefit's description, visibility, settings or metadata.

• Action
  Update Checkout Session

  Changes an open checkout session: buyer details, product, amount, metadata or redirect links.

• 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 Order

  Changes the billing name or billing address shown on an order's invoice.

• Action
  Update Product

  Updates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.

• Action
  Update Subscription

  Changes an existing Polar subscription — switch its product, apply a discount, adjust seats, move the trial end, or schedule or reverse a cancellation. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.