Connect Polar and Simpro to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Create Contact
Create Company Customer
Create Individual Customer
Create Service Job
Find Job
Find Schedule
Find Quote
Find Company Customer
Create Schedule
Find Contact
Find Individual Customer
List Contact
List Customers
List Employees
List Sites
List Jobs
List All Quotes
List all Invoices
List All Customer Payments
List All Recurring Invoices
List All Customer Groups
List All Customer Profiles
List All Labor Rates
List All Schedule Rates
List All Service Fees
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggered when a new product is created in Polar.
Product Updated
Triggers when a product is updated.
Customer Created
Triggers when a new customer is created.
Customer Updated
Trigger When customer is updated.
Customer Deleted
Triggera when a customer is deleted.
Checkout Created
Trigger when a new checkout is created.
Do thisActions
Action is the task that follows automatically within your Polar integrations.
Create a Product
Create a new product in Polar.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
Create Service Job
Creates a new service job
Find Job
Finds job by criteria
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Frequently Asked Questions
To start, connect both your Polar and Simpro accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Simpro (or vice versa).
Absolutely. You can customize how Polar data is recorded in Simpro. This includes choosing which data fields go into which fields of Simpro, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and Simpro 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 Simpro. 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.
About Polar
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 MoreAbout Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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