Connect Mateo and Polar

Both apps 83Mateo 36Polar 47

• Trigger
  Contact Created

  Triggers when a new contact is created in hellomateo.

• Trigger
  Contact Details Updated

  Triggers when a contact is created or its details are updated.

• Trigger
  Inbound Message

  Triggers when a new inbound message arrives from a contact.

• Trigger
  New Appointment

  Triggers when a new appointment is created.

• Trigger
  New Conversation

  Triggers when a new conversation starts.

• Trigger
  New Deal

  Triggers when a new deal is created.

• Action
  Add Contact to List

  Adds a contact to a contact list.

• Action
  Add Conversation Comment

  Adds an internal comment to a conversation.

• Action
  Assign Conversation

  Assigns a conversation to an employee or agent.

• Action
  Close Conversation

  Closes a conversation.

• Action
  Create Appointment

  Creates an appointment for a contact.

• Action
  Create Contact Details

  Creates a new contact with name, address and external IDs.

• Action
  Create Contact List

  Creates a contact list.

• Action
  Create Deal

  Creates a deal for a contact.

• Action
  Delete Contact

  Deletes a contact.

• Action
  Delete Deal

  Deletes a deal.

• Action
  Find Channel

  Returns the messaging channels (WhatsApp, SMS, email and others) in the account.

• Action
  Find Contact

  Finds one contact by exactly one locator: email, phone number, external ID or social ID.

• Action
  Find Contact Details

  Returns a contact by its hellomateo ID.

• Action
  Find Custom Field

  Returns the custom fields defined in the account.

• Action
  Find Message

  Returns a message by its ID.

• Action
  Find Template

  Returns the message templates in the account.

• Action
  Format a Phone Number

  Formats a phone number to E.164.

• Action
  Get Appointment

  Returns an appointment by ID.

• Action
  Get Conversation

  Returns a conversation by ID.

• Action
  Get Deal

  Returns a deal by ID.

• Action
  List Contact Lists

  Returns the contact lists in the account.

• Action
  List Contacts

  Returns contacts, optionally filtered by external ID or last update time.

• Action
  List Employees

  Returns the employees in the organisation.

• Action
  Open Conversation

  Reopens a closed conversation.

• Action
  Remove Contact from List

  Removes a contact from a contact list.

• Action
  Send Template Message

  Sends a template message to a contact on a hellomateo channel.

• Action
  Send Text Message

  Sends a free-text message to a contact on a hellomateo channel.

• Action
  Start Journey

  Starts a journey for a contact, matching or creating the contact by external ID.

• Action
  Update Contact Details

  Updates an existing contact's name, address and other details.

• Action
  Update Deal

  Updates a deal's name, status, value or assignee.

• 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.