Integration

Connect Polar to Formstack Documents

When something happens in Polar, your agent does the next thing in Formstack Documents. Describe it in plain language and the automation is built, tested on every branch and kept running.

Polar21 triggersPolar19 actionsFormstack Documents1 triggerFormstack Documents15 actions

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What do you want Polar and Formstack Documents to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Polar and Formstack Documents

Triggers and actions 22 triggers · 34 actions

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
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
Update Customer
Updates an existing Polar customer. Only the fields you fill in are changed; anything left blank keeps its current value.
Action
Update Product
Updates an existing Polar product. Only the fields you fill in are changed; anything left blank keeps its current value.
Trigger
New Merged Document
Triggers when a merged/populated document is created.
Action
Combine Files
Joins several files into one PDF or Word document. Give it the files in the order you want them, either as links or as base64 content, and it returns the combined file.
Action
Convert File to PDF
Turns a Word, Excel, PowerPoint, image or HTML file into a PDF. Point it at the file with a link or supply the file content, and it returns the PDF.
Action
Copy Document
Makes a copy of one of your Formstack Documents templates under a new name, and returns the new document with its merge key, merge URL and available merge fields.
Action
Create Data Route
Creates a data route in Formstack Documents — a single endpoint that sends one set of data to several documents at once, following the rules you give it. Returns the new route with the URL to post data to.
Action
Create Data Route Merge
Sends one set of data into a Formstack Documents data route, which merges it into every document the route's rules select. Optionally returns the finished documents in the response.
Action
Create Document
Creates a new document template in Formstack Documents from HTML or from an uploaded PDF, Word, Excel or PowerPoint file, and returns its merge URL and the merge fields found in it.
Action
Delete Data Route
Deletes a data route from Formstack Documents. The documents the route pointed at are not deleted.
Action
Delete Document
Deletes a document template from Formstack Documents.
Action
Get Data Route
Returns one Formstack Documents data route, with its name, its merge URL and the rules that decide which documents the data goes to.
Action
Get Document
Returns one document template from Formstack Documents, with its name, type, output format, merge URL and — for HTML templates — the template's HTML.
Action
Get Document Fields
Returns the merge fields found in a Formstack Documents template, so you know which names to send when merging data into it.
Action
List Data Routes
Returns your Formstack Documents data routes, each with its name, key and the URL to send data to.
Action
List Documents
Returns your Formstack Documents templates, each with its name, type, output format and merge URL.
Action
Update Data Route
Updates a Formstack Documents data route — its name, folder, or the rules that decide which documents receive the data. Anything you leave blank stays as it is.
Action
Update Document
Updates a Formstack Documents template — its name, folder, output format, filename or the template content itself. Anything you leave blank stays as it is; the template type cannot be changed.

Each app on its own

The other way round: Formstack Documents to Polar