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Triggers and actions 47 triggers ยท 43 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
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.