FormWiseFormWise Integrations
Payment Processing

Add Polar to your AI agent

Polar is a merchant-of-record platform for products, checkouts, customers, subscriptions, orders, benefits, and metrics.

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Things your agent can do in Polar
134

Things your AI can do in Polar

Your FormWise AI can handle any of these in Polar — on its own, without you needing to click a button.

  • Accept Dispute

    Accept a dispute, permanently conceding the chargeback and settling it as lost. Organization Access Token permissions: `disputes:write`.

  • Activate License Key

    Activate a license key instance. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

  • Activate License Key

    Activate a license key instance. This consumes an activation slot until the instance is deactivated.

  • Add Portal Member

    Add a customer portal member. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Use a unique, controlled member identity and verify the returned member.

  • Add Customer Payment Method

    Add a payment method to the authenticated customer.

  • Assign Seat

    Assign a customer seat. By default this sends an invitation email; set immediate_claim to true to claim the seat without emailing. Verify the target before assigning access.

  • Assign Portal Seat

    Assign a seat using an authenticated customer or member session. By default this sends an invitation email; set immediate_claim to true to claim the seat without emailing. Verify the target before assigning access.

  • Cancel Subscription

    Cancel a subscription of the authenticated customer. This changes its cancellation state and can end access according to the subscription terms.

  • Check Email Change Token

    Check if an email change verification token is still valid.

  • Claim Seat

    Claim a customer seat without authentication using a one-time invitation token. This consumes the token, allocates access, and returns a customer session token.

  • Complete File Upload

    Complete a file upload. Organization Access Token permissions: `files:write`.

  • Confirm Checkout Session from Client

    Confirm a checkout session by client secret. This may trigger payment or finalize an existing transaction.

Show 169 more things it can do

  • Confirm Customer Payment Method

    Confirm a payment method for the authenticated customer. This may trigger payment or finalize an existing transaction.

  • Confirm Retry Payment

    Confirm a retry payment using a Stripe confirmation token. This may trigger payment or finalize an existing transaction.

  • Create Benefit

    Create a benefit, for example license keys, file downloads or Discord access. Organization Access Token permissions: `benefits:write`.

  • Create Checkout Session

    Create a checkout session. Organization Access Token permissions: `checkouts:write`.

  • Create Checkout Link

    Create a checkout link. Organization Access Token permissions: `checkout_links:write`.

  • Create Custom Field

    Create an organization custom field for collecting structured customer or checkout data.

  • Create Customer

    Create a customer. Organization Access Token permissions: `customers:write`.

  • Create Customer Member

    Add a member to a customer by UUID. This grants customer access, so verify the identity and intended role first. Organization Access Token permissions: `members:write`.

  • Create Customer Member by External ID

    Add a member to a uniquely identified external customer. This grants customer access, so verify the customer, identity, and intended role first. Organization Access Token permissions: `members:write`.

  • Create Customer Session

    Create a customer session. Organization Access Token permissions: `customer_sessions:write`.

  • Create Discount

    Create a discount. Organization Access Token permissions: `discounts:write`.

  • Create File

    Create a file. Organization Access Token permissions: `files:write`.

  • Create Meter

    Create a meter. Organization Access Token permissions: `meters:write`.

  • Create Metric Dashboard

    Create a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

  • Create Order

    Create a draft order for an off-session charge against a saved payment Organization Access Token permissions: `orders:write`.

  • Create Organization

    Create an organization.

  • Create Product

    Create a product. Organization Access Token permissions: `products:write`.

  • Create Refund

    Create a refund. Organization Access Token permissions: `refunds:write`.

  • Create Subscription

    Create a subscription programmatically. Organization Access Token permissions: `subscriptions:write`.

  • Create Webhook Endpoint

    Create a webhook endpoint. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:write`.

  • Deactivate License Key

    Deactivate a license key instance. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

  • Deactivate License Key

    Deactivate a license key instance. The identified installation immediately loses its activation.

  • Delete Benefit

    Delete a benefit. This also revokes every associated grant and removes user access. Organization Access Token permissions: `benefits:write`.

  • Delete Checkout Link

    Delete a checkout link. Organization Access Token permissions: `checkout_links:write`.

  • Delete Custom Field

    Permanently delete a custom field by ID. Verify the field before deletion.

  • Delete Customer

    Delete a customer. Organization Access Token permissions: `customers:write`.

  • Delete Customer by External ID

    Delete a customer by external ID. Organization Access Token permissions: `customers:write`.

  • Delete Customer Member

    Permanently remove a member by customer UUID and member UUID. Use only for a disposable or explicitly confirmed member; never remove the sole owner or an unverified shared member. Organization Access Token permissions: `members:write`.

  • Delete Customer Member by External ID

    Permanently remove a member by customer and member external IDs. Verify both targets and use only for a disposable or explicitly confirmed member; never remove the sole owner or an unverified shared member. Organization Access Token permissions: `members:write`.

  • Delete Discount

    Delete a discount. Organization Access Token permissions: `discounts:write`.

  • Delete File

    Delete a file. Organization Access Token permissions: `files:write`.

  • Delete Metric Dashboard

    Delete a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

  • Delete Customer Payment Method

    Delete a payment method from the authenticated customer.

  • Delete Product

    Delete a product. Organization Access Token permissions: `products:write`.

  • Delete Webhook Endpoint

    Delete a webhook endpoint. Organization Access Token permissions: `webhooks:write`.

  • Export Customers

    Export customers as a CSV file. Organization Access Token permissions: `customers:read` or `customers:write`.

  • Export Metrics

    Export metrics as a CSV file. Organization Access Token permissions: `metrics:read`.

  • Export Orders

    Export orders as a CSV file. Organization Access Token permissions: `orders:read`.

  • Export Subscriptions

    Export subscriptions as a CSV file. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

  • Finalize Order

    Finalize a draft order and synchronously attempt an off-session charge. This may trigger payment or finalize an existing transaction. Organization Access Token permissions: `orders:write`.

  • Generate Order Invoice

    Trigger generation of an order's invoice. Organization Access Token permissions: `orders:read`.

  • Generate Order Invoice

    Trigger generation of an order's invoice.

  • Get Benefit

    Get a benefit by ID. Organization Access Token permissions: `benefits:read` or `benefits:write`.

  • Get Checkout Session

    Get a checkout session by ID. Organization Access Token permissions: `checkouts:read` or `checkouts:write`.

  • Get Checkout Session from Client

    Get a checkout session by client secret.

  • Get Checkout Link

    Get a checkout link by ID. Organization Access Token permissions: `checkout_links:read` or `checkout_links:write`.

  • Get Custom Field

    Get one organization custom field and its validation settings by ID.

  • Get Customer

    Get a customer by ID. Organization Access Token permissions: `customers:read` or `customers:write`.

  • Get Customer by External ID

    Get a customer by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

  • Get Customer Member

    Get a member by customer UUID and member UUID without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

  • Get Customer Member by External ID

    Get a member by customer and member external IDs without changing membership. The customer external ID must be unique across accessible organizations. Organization Access Token permissions: `members:read` or `members:write`.

  • Get Customer Meter

    Get a customer meter by ID. Organization Access Token permissions: `customer_meters:read`.

  • Get Claim Info

    Inspect a one-time customer-seat invitation before claiming it, including the customer and subscription context.

  • Get Customer State

    Get a customer state by ID. Organization Access Token permissions: `customers:read` or `customers:write`.

  • Get Customer State by External ID

    Get a customer state by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

  • Get Discount

    Get a discount by ID. Organization Access Token permissions: `discounts:read` or `discounts:write`.

  • Get Dispute

    Get a payment dispute by ID. Organization Access Token permissions: `disputes:read` or `disputes:write`.

  • Get Event

    Get an event by ID. Organization Access Token permissions: `events:read` or `events:write`.

  • Get License Key

    Get a license key. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

  • Get Activation

    Get a license key activation. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

  • Get Meter

    Get a meter by ID. Organization Access Token permissions: `meters:read` or `meters:write`.

  • Get Meter Quantities

    Get quantities of a meter over a time period. Organization Access Token permissions: `meters:read` or `meters:write`.

  • Get Metric Dashboard

    Get a user-defined metric dashboard by ID. Organization Access Token permissions: `metrics:read`.

  • Get Metrics

    Get metrics about your orders and subscriptions. Organization Access Token permissions: `metrics:read`.

  • Get Metrics Limits

    Get the interval limits for the metrics endpoint. Organization Access Token permissions: `metrics:read`.

  • Get Order

    Get an order by ID. Organization Access Token permissions: `orders:read`.

  • Get Order Invoice

    Get an order's invoice data. Organization Access Token permissions: `orders:read`.

  • Get Order Receipt

    Get a presigned URL to download an order's receipt PDF. Organization Access Token permissions: `orders:read`.

  • Get Organization

    Get an organization by ID. Organization Access Token permissions: `organizations:read` or `organizations:write`.

  • Get Payment

    Get a payment by ID. Organization Access Token permissions: `payments:read`.

  • Get Benefit Grant

    Get a benefit grant by ID for the authenticated customer.

  • Get Customer

    Get authenticated customer.

  • Get License Key

    Get a license key.

  • Get Customer Meter

    Get a meter by ID for the authenticated customer.

  • Get Order

    Get an order by ID for the authenticated customer.

  • Get Order Invoice

    Get an order's invoice data.

  • Get Order Payment Status

    Get the current payment status for an order.

  • Get Order Receipt

    Get a presigned URL to download an order's receipt PDF.

  • Get Organization

    Get a customer portal's organization by slug.

  • Get Subscription

    Get a subscription for the authenticated customer.

  • Get Authenticated Portal User

    Get information about the currently authenticated portal user.

  • Get Portal Wallet

    Get a wallet by ID using an authenticated customer or member session.

  • Get Product

    Get a product by ID. Organization Access Token permissions: `products:read` or `products:write`.

  • Get Subscription

    Get a subscription by ID. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

  • Get Webhook Endpoint

    Get a webhook endpoint by ID. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

  • Ingest Events

    Ingest batch of events. Organization Access Token permissions: `events:write`.

  • Introspect Customer Session

    Introspect the current session and return its information.

  • List Benefit Files

    List the downloadable files for a benefit with their download statistics. Organization Access Token permissions: `benefits:read` or `benefits:write`.

  • List Benefit Grants

    List benefit grants across all benefits accessible to the authenticated subject. Organization Access Token permissions: `benefits:read` or `benefits:write`.

  • List Benefit Grants

    List the individual grants for a benefit. Organization Access Token permissions: `benefits:read` or `benefits:write`.

  • List Benefits

    List benefits. Organization Access Token permissions: `benefits:read` or `benefits:write`.

  • List Checkout Links

    List checkout links. Organization Access Token permissions: `checkout_links:read` or `checkout_links:write`.

  • List Checkout Sessions

    List checkout sessions. Organization Access Token permissions: `checkouts:read` or `checkouts:write`.

  • List Custom Fields

    List custom data fields configured for an organization and their validation settings.

  • List Customer Members

    List members of a customer by UUID without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

  • List Customer Members by External ID

    List members of a uniquely identified external customer without changing membership. Organization Access Token permissions: `members:read` or `members:write`.

  • List Customer Meters

    List customer meters. Organization Access Token permissions: `customer_meters:read`.

  • List Customer Payment Methods

    Get saved payment methods of a customer. Organization Access Token permissions: `customers:read` or `customers:write`.

  • List Customer Payment Methods by External ID

    Get saved payment methods of a customer by external ID. Organization Access Token permissions: `customers:read` or `customers:write`.

  • List Seats

    List seats assigned from organization subscriptions, including invitation and claim state.

  • List Customers

    List customers. Organization Access Token permissions: `customers:read` or `customers:write`.

  • List Discounts

    List discounts. Organization Access Token permissions: `discounts:read` or `discounts:write`.

  • List Disputes

    List payment disputes. Organization Access Token permissions: `disputes:read` or `disputes:write`.

  • List Event Names

    List event names. Organization Access Token permissions: `events:read` or `events:write`.

  • List Event Types

    List event types with usage statistics. Organization Access Token permissions: `events:read` or `events:write`.

  • List Events

    List events. Organization Access Token permissions: `events:read` or `events:write`.

  • List Files

    List files. Organization Access Token permissions: `files:read` or `files:write`.

  • List License Keys

    Get license keys connected to the given organization & filters. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:read` or `license_keys:write`.

  • List Meters

    List meters. Organization Access Token permissions: `meters:read` or `meters:write`.

  • List Metric Dashboards

    List user-defined metric dashboards. Organization Access Token permissions: `metrics:read`.

  • List Orders

    List orders. Organization Access Token permissions: `orders:read`.

  • List Organizations

    List organizations. Organization Access Token permissions: `organizations:read` or `organizations:write`.

  • List Payments

    List payments. Organization Access Token permissions: `payments:read`.

  • List Benefit Grants

    List benefits grants of the authenticated customer.

  • List Portal Claimed Subscriptions

    List subscriptions claimed through seats by the authenticated customer or member session.

  • List Downloadables

    List files the authenticated customer can download through granted benefits, optionally filtered by benefit.

  • List License Keys

    List license keys issued to the authenticated customer, with optional organization and benefit filters.

  • List Portal Members

    List customer portal members. Requires a member session with the owner or billing manager role; customer sessions are not accepted.

  • List Meters

    List meters of the authenticated customer.

  • List Orders

    List orders of the authenticated customer.

  • List Customer Payment Methods

    Get saved payment methods of the authenticated customer.

  • List Portal Seats

    List seats for a subscription or order available to the authenticated customer or member session.

  • List Subscriptions

    List subscriptions of the authenticated customer.

  • List Portal Wallets

    List wallets available to the authenticated customer or member session.

  • List Products

    List products. Organization Access Token permissions: `products:read` or `products:write`.

  • List Refunds

    List refunds. Organization Access Token permissions: `refunds:read` or `refunds:write`.

  • List Subscriptions

    List subscriptions. Organization Access Token permissions: `subscriptions:read` or `subscriptions:write`.

  • List Webhook Deliveries

    List webhook deliveries. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

  • List Webhook Endpoints

    List webhook endpoints. Organization Access Token permissions: `webhooks:read` or `webhooks:write`.

  • Redeliver Webhook Event

    Schedule the re-delivery of a webhook event. This triggers a new external webhook delivery attempt. This causes an external delivery attempt and must not be retried automatically. Organization Access Token permissions: `webhooks:write`.

  • Remove Portal Member

    Permanently remove a customer portal member. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Use only a disposable member; never target the sole owner or a shared production member.

  • Request Email Change

    Request an email change for the authenticated customer. This sends a verification message to the proposed address.

  • Resend Invitation

    Resend the invitation email for an unclaimed customer seat. This triggers an external email delivery and should not be retried automatically.

  • Resend Portal Seat Invitation

    Resend a pending seat invitation using an authenticated customer or member session. This sends another email; use a controlled deliverable address and avoid repeated calls.

  • Reset Webhook Endpoint Secret

    Regenerate a webhook endpoint secret. The request or response contains sensitive credential material; never log or persist it. This irreversibly replaces the existing secret; update dependents immediately. Organization Access Token permissions: `webhooks:write`.

  • Revoke Seat

    Permanently revoke a customer seat by ID. Verify the seat before removing access.

  • Revoke Portal Seat

    Permanently revoke a seat using an authenticated customer or member session. Use only a disposable seat; never target a sole owner or shared production resource.

  • Revoke Subscription

    Revoke a subscription, i.e cancel immediately. This irreversibly revokes the subscription immediately. Organization Access Token permissions: `subscriptions:write`.

  • Rotate License Key

    Rotate a license key. The request or response contains sensitive credential material; never log or persist it. This irreversibly replaces the existing secret; update dependents immediately. Organization Access Token permissions: `license_keys:write`.

  • Rotate License Key

    Rotate a license key. The existing key is invalidated and cannot be recovered.

  • Update Benefit

    Update a benefit. Organization Access Token permissions: `benefits:write`.

  • Update Checkout Session

    Update a checkout session. Organization Access Token permissions: `checkouts:write`.

  • Update Checkout Session from Client

    Update a checkout session by client secret.

  • Update Checkout Link

    Update a checkout link. Organization Access Token permissions: `checkout_links:write`.

  • Update Custom Field

    Update an organization custom field's label, validation, or data-collection settings.

  • Update Customer

    Update a customer. Organization Access Token permissions: `customers:write`.

  • Update Customer by External ID

    Update a customer by external ID. Organization Access Token permissions: `customers:write`.

  • Update Customer Member

    Update a member by customer UUID and member UUID. Role changes can grant billing or ownership privileges, so verify the target and role first. Organization Access Token permissions: `members:write`.

  • Update Customer Member by External ID

    Update a member by customer and member external IDs. Role changes can grant billing or ownership privileges, so verify both targets and the role first. Organization Access Token permissions: `members:write`.

  • Update Discount

    Update a discount. Organization Access Token permissions: `discounts:write`.

  • Update Event Type

    Update an event type's label or dynamic label selector. Organization Access Token permissions: `events:write`.

  • Update File

    Update a file. Organization Access Token permissions: `files:write`.

  • Update License Key

    Update a license key. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

  • Update Meter

    Update a meter. Organization Access Token permissions: `meters:write`.

  • Update Metric Dashboard

    Update a user-defined metric dashboard. Organization Access Token permissions: `metrics:write`.

  • Update Order

    Update an order. Organization Access Token permissions: `orders:write`.

  • Update Organization

    Update an organization. Organization Access Token permissions: `organizations:write`.

  • Update Benefit Grant

    Update a benefit grant for the authenticated customer.

  • Update Customer

    Update authenticated customer.

  • Update Portal Member

    Update a customer portal member's name or role. Requires a member session with the owner or billing manager role; customer sessions are not accepted. Verify role changes against a disposable member.

  • Update Order

    Update an order for the authenticated customer.

  • Update Subscription

    Update a subscription of the authenticated customer.

  • Update Product

    Update a product. Organization Access Token permissions: `products:write`.

  • Update Product Benefits

    Update benefits granted by a product. Organization Access Token permissions: `products:write`.

  • Update Subscription

    Update a subscription. Organization Access Token permissions: `subscriptions:write`.

  • Update Webhook Endpoint

    Update a webhook endpoint. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `webhooks:write`.

  • Validate License Key

    Validate a license key and optionally increment its usage count. The request or response contains sensitive credential material; never log or persist it. Organization Access Token permissions: `license_keys:write`.

  • Validate License Key

    Validate a license key and optionally increment its usage count.

  • Verify Email Change

    Verify and apply an email change using the token from the verification email. This changes the customer's sign-in email.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once Polar is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Polar, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Polar for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Polar work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Polar to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Polar in your connected apps

    Inside FormWise, open Connectors and look for Polar.

  3. 3

    Hit "Connect"

    Click "Connect Polar" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Polar

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Polar actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Polar for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Polar workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other Polar users had before signing up

Do I need to know how to code?

Not even a little. If you can use Polar today, you can set this up. You'll connect Polar, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your Polar login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Polar or delete everything any time.

What happens when Polar updates their app?

We handle it. When Polar adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting Polar takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Polar — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About Polar on FormWise

Polar is a merchant-of-record platform for products, checkouts, customers, subscriptions, orders, benefits, and metrics.

Connect Polar once and your FormWise AI gets 134 things it can do inside it. That means your AI can handle the Polar work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to Polar? Take a look at polar.sh.

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Stop doing the Polar work yourself

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