--- title: "Connect LiveSwitch and Polar - APIANT.ai" description: "When \"New Contact Matching Filter\" fires in LiveSwitch, your agent runs \"Create Customer\" in Polar." canonical: "https://apiant.ai/connect/liveswitch-to-polar" --- # Connect LiveSwitch and Polar When **New Contact Matching Filter** fires in [LiveSwitch](https://apiant.ai/connections/liveswitch), your agent runs **Create Customer** in [Polar](https://apiant.ai/connections/polar), or **Benefit Created** in Polar to **Find Contact by ID** in LiveSwitch. Describe the whole flow and it is built, tested on every scenario and kept running. LiveSwitch **5** triggers LiveSwitch **21** 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 LiveSwitch 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 LiveSwitch and Polar can do together ### From LiveSwitch to Polar - When **New Contact Matching Filter** in LiveSwitch then **Create Customer** in Polar - When **New Conversation Matching Filter** in LiveSwitch then **Add Subscription** in Polar ### From Polar to LiveSwitch - When **Benefit Created** in Polar then **Find Contact by ID** in LiveSwitch - When **Benefit Updated** in Polar then **Find Contact by Phone** in LiveSwitch 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 LiveSwitch and Polar ## Triggers and actions 26 triggers · 47 actions - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. - 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. ## Each app on its own - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) - [ **Polar** Polar is a modern billing platform for developers & designers.](https://apiant.ai/connections/polar) Reviews ## What our customers say ## More from LiveSwitch - [ **LiveSwitch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liveswitch-to-salesforce) - [ **LiveSwitch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liveswitch-to-slack) - [ **LiveSwitch to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liveswitch-to-mailchimp) - [ **LiveSwitch to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liveswitch-to-stripe) - [ **LiveSwitch to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/liveswitch-to-shopify) - [ **LiveSwitch to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/liveswitch-to-quickbooks-online) ## 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 ## LiveSwitch and Polar, answered ### ### What can start an automation from LiveSwitch? Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Polar when something happens in LiveSwitch? 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 LiveSwitch? Yes. When something happens in Polar, your agent can act in LiveSwitch too. This page covers both directions: Polar's triggers and LiveSwitch's actions are listed here as well. ### ### Do I have to build a connector for LiveSwitch 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 LiveSwitch 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.