In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create custom Capsule and ChargeOver workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
List parties
Retrieve a list of all parties.
Show party
Retrieve details for a specific party.
Create party
Create a new party.
Update party
Update an existing party's information.
Delete party
Delete a specific party.
Create party
Create a new organisation record.
Update party
Update an existing organisation record.
List opportunities
Retrieve a list of all opportunities.
Create opportunity
Create a new opportunity.
List projects
Retrieve a list of all projects.
Update project
Update the details of an existing project.
Delete project
Remove a project from the system.
List tasks
Retrieve a list of all tasks.
Create task
Add a new task to the system.
List entries
Retrieve a list of all entries.
Create entry
Add a new entry to the system.
List pipelines
Retrieve a list of all pipelines.
Show pipeline
Retrieve details of a specific pipeline.
Create pipeline
Create a new pipeline.
Update pipeline
Update an existing pipeline.
List milestones
Retrieve a list of all milestones.
Create milestone
Create a new milestone.
List lost reasons
Retrieve a list of all lost reasons.
List boards
Retrieve a list of all boards.
List stages
Retrieve a list of all stages.
List stages
Retrieve a list of stages associated with a board.
Show stage
Retrieve details about a specific stage.
Create stage
Create a new stage in the system.
Update stage
Update an existing stage.
Delete stage
Remove a stage from the system.
List track definitions
Retrieve a list of all track definitions.
List custom titles
Retrieve a list of all custom titles.
Update opportunity
Updates an existing opportunity.
Delete opportunity
Deletes an existing opportunity.
List deleted opportunities
Lists all previously deleted opportunities.
Search opportunities
Searches for opportunities based on specified criteria.
Create project
Creates a new project.
Create track
Creates a new track.
List users
Retrieves a list of all users.
Show current user
Displays the current user's information.
Update user
Update an existing user.
Create tag definition
Creates a new tag definition.
List tag definitions
Get a list of tag definitions.
List custom fields
Retrieves a list of all custom fields.
Create custom field
Create a new custom field.
Create lost reason
Creates a new reason for a lost opportunity.
List countries
Collection of country names available in Capsule; useful for populating the country field of the party's address.
List currencies
Collection of ISO currency code options available in Capsule; useful for populating and displaying the opportunities' value.
Delete milestone
Delete a specific milestone.
Create board
Create a new board.
List activity types
Retrieve a list of activity types.
List REST hooks
Retrieve a list of all REST hooks.
Show REST hook
Retrieve details about a specific REST hook.
Subscribe REST hook
Subscribe to a new REST hook in the system.
Unsubscribe REST hook
Unsubscribe from a specific REST hook.
Show track definition
Retrieve details about a specific track definition.
Create track definition
Create a new track definition in the system.
Update track definition
Update an existing track definition.
Delete track definition
Remove a track definition from the system.
List track definitions
List track definitions with the option to filter for track definitions for projects or opportunities.
List task categories
Retrieve a list of all task categories.
List custom titles
List custom titles for this Capsule account.
Delete custom title
Delete a custom title from Capsule.
Create activity type
Creates a new activity type.
List teams
List all teams.
Show task category
Retrieve details of a specific task category.
Create task category
Create a new task category.
Update task category
Update an existing task category.
Delete task category
Delete an existing task category.
Get track definition
Show a specific track definition.
Create track definition
Create a track definition.
To set up Capsule integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Capsule to query the data you need using the API endpoint URLs you provide.
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Capsule official documentation to get a full list of all API endpoints and verify the scraped ones!
Get quote
Get the details of a specific quote.
Update quote
Update the details of an existing quote.
List quotes
Get a list of all quotes available.
Create customer
Create a new customer.
Update customer
Update an existing customer.
List customers
Get a list of all customers.
Get specific customer
Get details of a specific customer.
Delete customer
Remove a customer from the system.
Get customer
Retrieve details of a specific customer.
Create customer
Create a new customer record.
Update customer
Update the information of a specific customer.
List customers
Retrieve a list of all customers.
Add contact
Add a new contact user.
Update contact
Update an existing user contact.
List contacts
Get a list of all contact users.
Delete contact
Remove a contact user from the system.
Create invoice
Create a new invoice.
Update invoice
Update an existing invoice.
List invoices
Get a list of all invoices.
List transactions
Get a list of all transactions.
Create subscription
Create a new subscription for a customer.
List subscriptions
Get a list of all subscriptions available.
Get subscription
Get the details of a specific subscription.
Create item
Create a new item for sale.
Update item
Update the details of an existing item.
Delete item
Delete an existing item.
Store credit card
Store a new credit card for a customer.
Query credit cards
Retrieve all stored credit cards.
Delete credit card
Delete a stored credit card.
Store ACH account
Store a new ACH account for a customer.
Query ACH accounts
Retrieve all stored ACH accounts.
Delete ACH account
Delete a stored ACH account.
List customers
Retrieve a list of data from ChargeOver.
Get specific customer
Retrieve a specific record from ChargeOver using the record id.
Count customers
Get the total number of customers.
Count customers
Get the number of customers with a specific company name.
List revisions
Get the most recent 10 revisions of a customer.
List revisions
Get the most recent revisions for a customer with a limit.
Get customer by external key
Retrieve a customer using an external key.
Get customer by token
Retrieve a customer using their token.
List invoices
Get a list of invoices on a specific date.
List invoices
Get a list of invoices between two dates.
List invoices
Get a sorted list of invoices by total.
Create invoice for customer by external key
Add an invoice for a customer using their external key.
List users
Get a list of users with limit and offset.
Get item by external key
Retrieve an item using an external key with escape syntax.
Batch request
Submit multiple API requests in a single call.
To set up ChargeOver integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to ChargeOver to query the data you need using the API endpoint URLs you provide.
These API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the ChargeOver official documentation to get a full list of all API endpoints and verify the scraped ones!
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