
When this happens...
New Product
Product Updated
Customer Created
Customer Updated
Customer Deleted
Checkout Created
Checkout Updated
Order Created
Benefit Created
Benefit Updated
Customer State Changed
Order Paid
Order Updated
New Subscription
Subscription Updated
Subscription Canceled
Refund Created
Order Refunded
Organization Updated

Automatically do this!
Add User to Group
Delete User from Group
Reset Password operation
Resend Invitation
Create/Update User Properties
Delete User Properties
Assign User to Role
Remove User from Role
Delete User Tab Instance
Add a user to the role
Remove a User from Role
Create New Group
Update Group Details
Delete Group
Create New Tab
Update Tab Details
Delete Tab
Create New Klip
Update Klip Details
Delete Klip
Add Klip to Tab
Delete Klip from Tab
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new product is created in Polar.
Triggers when a product is updated.
Triggers when a new customer is created.
Trigger When customer is updated.
Triggera when a customer is deleted.
Trigger when a new checkout is created.
Action is the task that follows automatically within your Polar integrations.
Create a new product in Polar.
Add a specified user to one group at a time.
Delete a specified user from specified groups.
Resend the invitation email to a new user.
Resend the invitation email to a new user.
Create/Update User Properties .

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Polar and Klipfolio accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Klipfolio (or vice versa).
Absolutely. You can customize how Polar data is recorded in Klipfolio. This includes choosing which data fields go into which fields of Klipfolio, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and Klipfolio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Polar and Klipfolio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Polar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
Learn MoreKlipfolio makes it easy and affordable to build and share real-time dashboards. We connect to 400+ data sources and have 100+ pre-built visualizations to help you get started in minutes. Combine data from multiple data sources into a single visualization to build the metrics you need to run your business.
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