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Triggers and actions 38 triggers · 50 actions
Trigger
Cancelled individual appointmentTriggered when an individual appointment is cancelled.
Trigger
New cancelled attendeeTriggered when an attendee is cancelled.
Trigger
New or updated attendeeTriggered when an attendee is created or updated.
Trigger
New or updated businessTriggered when a business is created or updated.
Trigger
New or updated communicationTriggered when a communication is created or updated.
Trigger
New or updated contactTriggered when a contact is created or updated.
Trigger
New or updated daily availabilityTriggered when a daily availability is created or updated.
Trigger
New or updated group appointmentTriggered when a group appointment is created or updated.
Trigger
New or updated individual appointmentTriggered when an individual appointment is created or updated.
Trigger
New or updated invoiceTriggered when an invoice is created or updated.
Trigger
New or updated patientTriggered when a patient is created or updated.
Trigger
New or updated patient caseTriggered when a patient case is created or updated.
Trigger
New or updated practitionerTriggered when a practitioner is created or updated.
Trigger
New or updated treatment notesTriggered when treatment notes is created or updated.
Trigger
Patient added or removed for group appointment in date rangeTriggered when a patient is added or removed for a group appointment within the specified date range.
Trigger
Two-way sync new or updated contactsA trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Trigger
Two-way sync new or updated patientsA trigger for two-way syncing new and updated patients, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.
Action
Archive patientArchives a patient. An error will occur if the patient is not found.
Action
Create contactCreates a new contact.
Action
Create patientCreates a new patient.
Action
Find Appointment by Patient IdReturns appointment details for the specified patient if the Patient ID exists.
Action
Find cancelled appointmentSearches for a cancelled appointment. If no matching appointment is found, an error occurs.
Action
Find contact by emailReturns details of the contact having the specified email address. An error occurs if zero or multiple are found.
Action
Find patient by emailReturns details of the patient having the specified email address. An error occurs if zero or multiple are found.
Action
Get appointmentReturns details of the specified appointment.
Action
Get appointments by practitioner IDReturns appointment details by practitioner ID.
Action
Get appointment typeReturns details of the specified appointment type.
Action
Get appointment type billable itemReturns details for a billable item.
Action
Get billable itemReturns details of the specified billable item.
Action
Get businessReturns details of the specified business.
Action
Get cancelled appointmentReturns details of the specified cancelled appointment.
Action
Get contactReturns details of the specified contact.
Action
Get group appointmentReturns details of the specified group appointment.
Action
Get group appointment attendeesReturns attendee information for the specified group appointment.
Action
Get individual appointment attendeesReturns attendee information for the specified individual appointment.
Action
Get invoiceReturns details of the specified invoice.
Action
Get patientReturns details of the specified patient.
Action
Get patient caseReturns details of the specified patient case.
Action
Get patient referral sourceReturns the referral source for the specified patient.
Action
Get practitionerReturns details of the specified practitioner. An error occurs if not found.
Action
Get practitioner availabilitiesReturns availability information for the specified practitioner.
Action
List invoices for patient caseEmits all invoice IDs for the specified patient case.
Action
Two-way sync add or update a contactAn action for two-way syncing new and updated contacts, with enhanced on-the-fly mapping using contact email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Two-way sync add or update a patientAn action for two-way syncing new and updated patients, with enhanced on-the-fly mapping using patient email addresses for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.
Action
Update contactUpdates a contact.
Action
Update patientUpdates a patient.
Action
Update patient custom fieldUpdates the value of the specified custom field for the specified patient.
Action
Update patient referralSets or changes a patient's referral source. Choose the referral source type; supply a Referrer ID only for types that take one (e.g. Patient or Contact).
Trigger
Benefit CreatedTriggered when a new benefit is created in Polar.
Trigger
Benefit UpdatedTriggered when a benefit is changed in Polar.
Trigger
Checkout CreatedTriggered when a new checkout session is created in Polar.
Trigger
Checkout ExpiredTriggered when a checkout session expires in Polar without being paid.
Trigger
Checkout UpdatedTriggered when a checkout session changes in Polar, for example when it is confirmed or paid.
Trigger
Customer CreatedTriggered when a new customer is created in Polar.
Trigger
Customer DeletedTriggered when a customer is deleted in Polar.
Trigger
Customer State ChangedTriggered when a customer's state changes in Polar - their active subscriptions, granted benefits or meters.
Trigger
Customer UpdatedTriggered when a customer's details change in Polar.
Trigger
Order CreatedTriggers when a new order is placed in your Polar organization.
Trigger
Order PaidTriggers when an order in your Polar organization is paid.
Trigger
Order UpdatedTriggers when an order in your Polar organization changes.
Trigger
Product CreatedTriggers when a new product is created in your Polar organization.
Trigger
Product UpdatedTriggers when a product in your Polar organization changes.
Trigger
Subscription ActiveTriggers when a subscription in your Polar organization becomes active.
Trigger
Subscription CanceledTriggers when a customer cancels a subscription in your Polar organization.
Trigger
Subscription CreatedTriggers when a new subscription is created in your Polar organization.
Trigger
Subscription Past DueTriggers when a subscription in your Polar organization falls past due because a payment failed.
Trigger
Subscription RevokedTriggers when a subscription in your Polar organization is revoked and the customer loses access.
Trigger
Subscription UncanceledTriggers when a customer reverses a pending cancellation and keeps a subscription in your Polar organization.
Trigger
Subscription UpdatedTriggers when a subscription in your Polar organization changes.
Action
Create BenefitCreates a benefit in Polar that you can attach to products.
Action
Create Checkout SessionCreates a Polar checkout session for a product and returns the link the customer pays through.
Action
Create CustomerCreates a customer in Polar.
Action
Create DiscountCreates a discount in Polar, either a percentage off or a fixed amount off.
Action
Create ProductCreates a product in Polar with its price or prices.
Action
Delete CustomerDeletes a customer in Polar. Their subscriptions are cancelled and their benefits revoked.
Action
Get Checkout SessionReturns one Polar checkout session by its id, including its status and payment link.
Action
Get CustomerReturns one customer from Polar by their id, including any metadata you stored on them.
Action
Get ProductReturns one product from Polar by its id, with its prices and attached benefits.
Action
Get SubscriptionReturns one subscription from Polar by its id, with its status, amount and current period.
Action
List BenefitsReturns a page of benefits from Polar.
Action
List Checkout SessionsReturns a page of checkout sessions from Polar.
Action
List CustomersReturns a page of customers from Polar.
Action
List DiscountsReturns 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 OrdersReturns 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 ProductsReturns 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 SubscriptionsReturns 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 CustomerUpdates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update ProductUpdates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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