Polar Integration in Fernand

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What is Fernand?

Fernand is a modern customer support tool designed for SaaS — it’s fast, calm, and built to reduce the anxiety of answering support requests.

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How it works

After connecting your Polar account to Fernand, you’ll be able to see customer payment information and product access details directly within each customer conversation.

This enables you to:

• Instantly verify if someone is an active customer
• Prioritize conversations from high-tier plans
• View product purchases and payment history in context

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How to connect Fernand with Polar

1. Open Integrations in your Fernand organization settings.
2. Click on Connect Polar.
3. You’ll be redirected to Polar to authorize the connection.
4. Once approved, Fernand will begin syncing customer data automatically.

That’s it! You’ll now see Polar customer info directly in Fernand’s conversation list and sidebar.

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How to automate your inbox with Polar data

Once Polar is connected, you can create automation rules in Fernand based on Polar data.

Let’s walk through a basic example: auto-replying to all customers on your Pro plan.

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Create a new rule

1

Create a new rule

1. Go to Rules in Fernand.
2. Click Add rule and give it a descriptive name.

2

Select a trigger

This ensures the rule runs on each new customer message.

3

Select a condition

Now add a condition based on Polar data. For example:

• Contact is a customer...
• Contact has paid plan...

You can target specific plans (e.g. Pro, Business) or specific products to personalize support or automate prioritization.

4

Select an action

Now define what happens when the rule matches. For example:

• Send an auto reply (with variables)
• Assign the conversation to a specific agent
• Tag the conversation with priority or paid
• Trigger a webhook for external automation

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Disconnecting the integration

If you ever want to disconnect Polar from your Fernand workspace:

Deleting your organization on Fernand will also remove the Polar integration automatically.