# Connect Polar and WorkflowMax When **Benefit Created** fires in [Polar](https://apiant.ai/connections/polar), your agent runs **Create Job Task** in [WorkflowMax](https://apiant.ai/connections/workflowmax), or **Job Category Created** in WorkflowMax to **Create Customer** in Polar. Describe the whole flow and it is built, tested on every scenario and kept running. Polar **21** triggers Polar **26** actions WorkflowMax **23** triggers WorkflowMax **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Polar and WorkflowMax to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Polar and WorkflowMax can do together ### From Polar to WorkflowMax - When **Benefit Created** in Polar then **Create Job Task** in WorkflowMax - When **Benefit Updated** in Polar then **Create Lead** in WorkflowMax ### From WorkflowMax to Polar - When **Job Category Created** in WorkflowMax then **Create Customer** in Polar - When **Job Cost Added** in WorkflowMax then **Add Subscription** in Polar 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 Polar and WorkflowMax ## Triggers and actions 44 triggers · 45 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 **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. - Trigger **Job Category Created** Triggers when a new job category is created in WorkflowMax. - Trigger **Job Cost Added** Triggers when a new cost is added to any job. - Trigger **Job Document Added** Triggers when a new document is added to the selected WorkflowMax job. - Trigger **Job Task Added** Triggers when a new task is added to a job in WorkflowMax. - Trigger **Job Task Completed** Triggers when a task on the selected job is marked completed. - Trigger **Job Task Updated** Triggers when a task on the chosen job is added or changed. - Trigger **Job Updated** Triggers when a job is created or any of its details change in WorkflowMax. - Trigger **List Job Tasks** Triggers for each task on a WorkflowMax job, firing when a new task appears on the selected job. - Trigger **New Client Created** Triggers when a new client is created in WorkflowMax. - Trigger **New Cost Created** Triggers when a new cost item is added to the WorkflowMax cost list. - Trigger **New Custom Field Created** Triggers when a new custom field definition is created in WorkflowMax. - Trigger **New Invoice Created** Triggers when a new invoice is created in WorkflowMax. - Trigger **New Job Created** Triggers when a new job is created in WorkflowMax. - Trigger **New Job Status** Triggers when a new job status is added to the WorkflowMax account. - Trigger **New Lead** Triggers when a new lead is added in WorkflowMax. - Trigger **New or Updated Quote** Triggers when a quote is created or an existing quote changes in WorkflowMax. - Trigger **New PO Bill Created** Triggers when a new bill is created against a purchase order in WorkflowMax. - Trigger **New Purchase Order Created** Triggers when a new purchase order is created in WorkflowMax. - Trigger **New Quote Accepted** Triggers when a quote in WorkflowMax is accepted. - Trigger **New Quote Issued** Triggers when a quote in WorkflowMax is in the Issued state. - Trigger **New Supplier Created** Triggers when a new supplier is created in WorkflowMax. - Trigger **New Task Created** Triggers when a new task type is created in WorkflowMax settings. - Trigger **New Timesheet Created** Triggers when a new timesheet entry is created in WorkflowMax. - Action **Create Client** Creates a new client in WorkflowMax. - Action **Create Cost Admin** Creates a cost item in the WorkflowMax cost settings list. - Action **Create Job** Creates a new job in WorkflowMax for a client. - Action **Create Job Cost** Adds a cost line to an existing WorkflowMax job. - Action **Create Job Task** Adds a task from your WorkflowMax task list to a job. - Action **Create Lead** Creates a new lead in WorkflowMax. - Action **Create Purchase Order** Creates a draft purchase order with one line for a job and supplier. - Action **Create Task Admin** Creates a task in your WorkflowMax task list, which can then be added to jobs. - Action **Create Timesheet** Logs time against a job task for a staff member. - Action **Find Account** Finds WorkflowMax accounts (organisations) your connection can access whose name contains the text you enter. - Action **Find Business Structure** Finds client business structures (such as Company or Sole Trader) whose name contains the text you give. - Action **Find Client** Finds clients whose name contains the text you give. - Action **Find Client Type** Finds client types in WorkflowMax whose name contains the text you supply. - Action **Find Job** Finds jobs whose name or job number contains the text you supply. - Action **Find Job Cost** Finds costs on a WorkflowMax job whose description or code contains the text you supply. - Action **Find Job Status** Finds job statuses in your WorkflowMax account whose name contains the text you give. - Action **Find Job Task** Finds the tasks on a job whose name or description contains the text you supply. - Action **Find Staff** Finds staff members in WorkflowMax whose name or email contains the text you supply. - Action **Find Tax** Finds tax rates in WorkflowMax whose name contains the text you supply. Returns the matching taxes and whether any were found. ## Each app on its own - [ **Polar** Polar is a modern billing platform for developers & designers.](https://apiant.ai/connections/polar) - [ **WorkflowMax** WorkflowMax is a powerful cloud-based project management software designed to help businesses streamline...](https://apiant.ai/connections/workflowmax) Reviews ## What our customers say ## More from Polar - [ **Polar to GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients — contacts...](https://apiant.ai/connect/polar-to-gohighlevel) - [ **Polar to Chucknorris** Free JSON API providing hand-curated, random Chuck Norris jokes/facts.](https://apiant.ai/connect/polar-to-chucknorris) - [ **Polar to PaperClean** Clean document photos for printing, remove shadows, fix lighting](https://apiant.ai/connect/polar-to-paperclean) - [ **Polar to Sportmonks Cricket** Live cricket score, player statistics and fantasy API](https://apiant.ai/connect/polar-to-sportmonks-cricket) - [ **Polar to Temi** Temi is an audio transcription service that uses computers to transcribe English audio or video into text.](https://apiant.ai/connect/polar-to-temi) - [ **Polar to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/polar-to-salesforce) ## More into WorkflowMax - [ **HubSpot to WorkflowMax** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-workflowmax) - [ **Salesforce to WorkflowMax** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-workflowmax) - [ **Slack to WorkflowMax** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-workflowmax) - [ **Google Sheets to WorkflowMax** Google Sheets](https://apiant.ai/connect/google-sheets-to-workflowmax) - [ **Gmail to WorkflowMax** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-workflowmax) - [ **Google Calendar to WorkflowMax** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-workflowmax) Questions ## Polar and WorkflowMax, answered ### ### What can start an automation from Polar? Any of Polar's 21 triggers in the catalog, including Benefit Created, Benefit Updated, Checkout Created and Checkout Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in WorkflowMax when something happens in Polar? Any of WorkflowMax's 19 actions, including Create Client, Create Cost Admin, Create Job and Create Job Cost. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from WorkflowMax to Polar? Yes. When something happens in WorkflowMax, your agent can act in Polar too. This page covers both directions: WorkflowMax's triggers and Polar's actions are listed here as well. ### ### Do I have to build a connector for Polar or WorkflowMax? 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. ### ### 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.