--- title: "Connect Help Scout and Polar - APIANT.ai" description: "When \"New Conversation\" fires in Help Scout, your agent runs \"Create Customer\" in Polar." canonical: "https://apiant.ai/connect/help-scout-to-polar" --- # Connect Help Scout and Polar When **New Conversation** fires in [Help Scout](https://apiant.ai/connections/help-scout), your agent runs **Create Customer** in [Polar](https://apiant.ai/connections/polar), or **Benefit Created** in Polar to **Add Customer Email** in Help Scout. Describe the whole flow and it is built, tested on every scenario and kept running. Help Scout **4** triggers Help Scout **19** actions Polar **21** triggers Polar **26** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Help Scout and Polar to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Help Scout and Polar can do together ### From Help Scout to Polar - When **New Conversation** in Help Scout then **Create Customer** in Polar - When **New Customer** in Help Scout then **Add Subscription** in Polar ### From Polar to Help Scout - When **Benefit Created** in Polar then **Add Customer Email** in Help Scout - When **Benefit Updated** in Polar then **Create Customer** in Help Scout Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Help Scout and Polar ## Triggers and actions 25 triggers ยท 45 actions - Trigger **New Conversation** Polls for newly created conversations across mailboxes. - Trigger **New Customer** Polls for newly created customers. - Trigger **New Mailbox** Polls for newly created mailboxes. - Trigger **New User** Polls for newly added users (team members). - Action **Add Customer Email** Add an email address to a customer. - Action **Create Customer** Create a new customer record. - Action **Create Note** Add an internal note thread to a conversation. - Action **Create Thread (Reply)** Add a reply thread to an existing conversation. - Action **Delete Conversation** Delete a conversation by ID. - Action **Get Conversation** Retrieve a single conversation by ID. - Action **Get Customer** Retrieve a single customer by ID. - Action **Get Mailbox** Retrieve a single mailbox by ID. - Action **Get User** Retrieve a single user by ID. - Action **List Conversations** List conversations, optionally filtered by mailbox, status, tag, or query. - Action **List Conversation Threads** List all threads on a conversation. - Action **List Customers** List customers, optionally filtered by email, mailbox, or query. - Action **List Mailboxes** List all mailboxes in the account. - Action **List Mailbox Folders** List the folders within a mailbox. - Action **List Tags** List all tags in the account. - Action **List Users** List all users (team members) in the account. - Action **Update Conversation** Update a conversation's subject, status, mailbox, assignee, or owner via JSON Patch. - Action **Update Conversation Tags** Replace the tags on a conversation. - Action **Update Customer** Update a customer's profile fields. - 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 โ€” 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. ## Each app on its own - [ **Help Scout** Help Scout is a help desk and shared inbox platform for customer support teams.](https://apiant.ai/connections/help-scout) - [ **Polar** Polar is a modern billing platform for developers & designers.](https://apiant.ai/connections/polar) Reviews ## What our customers say ## More from Help Scout - [ **Help Scout to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/help-scout-to-hubspot) - [ **Help Scout to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/help-scout-to-stripe) - [ **Help Scout to JIRA** Atlassian JIRA Cloud โ€” issue tracking and project management.](https://apiant.ai/connect/help-scout-to-jira) - [ **Help Scout to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/help-scout-to-zoom) - [ **Help Scout to SendGrid** SendGrid by Twilio โ€” email delivery and marketing platform.](https://apiant.ai/connect/help-scout-to-sendgrid) - [ **Help Scout to Klaviyo** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/help-scout-to-klaviyo) ## More into Polar - [ **Outlook to Polar** Outlook is Microsoft's email and calendaring platform integrating contacts and scheduling, enabling users to...](https://apiant.ai/connect/outlook-to-polar) - [ **Fillout Forms to Polar** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/fillout-forms-to-polar) - [ **Gallabox to Polar** Gallabox is no-code conversation workspace for business to grow sales](https://apiant.ai/connect/gallabox-to-polar) - [ **OutageDeck to Polar** OutageDeck aggregates the official status feeds of more than 170 cloud and SaaS providers into one place.](https://apiant.ai/connect/outagedeck-to-polar) - [ **HubSpot to Polar** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-polar) - [ **Google Sheets to Polar** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-polar) Questions ## Help Scout and Polar, answered ### ### What can start an automation from Help Scout? Any of Help Scout's 4 triggers in the catalog, including New Conversation, New Customer, New Mailbox and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Polar when something happens in Help Scout? Any of Polar's 26 actions, including Create Benefit, Create Checkout Session, Create Customer and Create Discount. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Polar to Help Scout? Yes. When something happens in Polar, your agent can act in Help Scout too. This page covers both directions: Polar's triggers and Help Scout's actions are listed here as well. ### ### Do I have to build a connector for Help Scout or Polar? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Help Scout and Polar without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.