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Triggers and actions 35 triggers ยท 23 actions
Trigger
Category OverspentTriggers when a category is overspent and has a negative balance.
Trigger
Goal CompletedTriggers when a goal is completed.
Trigger
Low Account BalanceTriggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category BalanceTriggers when a category balance drops below a certain amount.
Trigger
New AccountTriggers when a new account is created.
Trigger
New CategoryTriggers when a new category is created.
Trigger
New or Updated AccountTriggers when a new account is created or an existing account is updated.
Trigger
New or Updated CategoryTriggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled TransactionTriggers when a scheduled transaction is created or updated.
Trigger
New or Updated TransactionTriggers when a transaction is created or updated.
Trigger
New PayeeTriggers when a new payee is created.
Trigger
New TransactionTriggers when a new transaction is created.
Trigger
Spending in AccountTriggers when a new outflow transaction is created in an account.
Trigger
Spending in CategoryTriggers when a new outflow transaction is assigned to a category.
Action
Budget to a CategoryBudgets to a category in the current month.
Action
Create TransactionCreates a new transaction.
Action
Get Current Budget MonthReturns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month SummaryReturns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
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.