Connect Polar and Xero 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 a Contact
Create Project
Create Purchase Order
Create New Quote
Find a Purchase Order
Find Invoice
Find Contact
Add Note to Invoice
Add Stock Items
Create Bank Transfer
Create an Xero Invoice
Get Balance Sheet
Get Report of Profit and Loss
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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 a Contact
Creates a new contact.
Create Project
Creates a New Project For a Contact
Create Purchase Order
Creates A New Purchase Order For A Contact
Create New Quote
Creates a New Quote
Find a Purchase Order
Find a Purchase Order By Order Number Or Order ID
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Frequently Asked Questions
To start, connect both your Polar and Xero accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Xero (or vice versa).
Absolutely. You can customize how Polar data is recorded in Xero. This includes choosing which data fields go into which fields of Xero, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and Xero 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 Xero. 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 Xero
Xero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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