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integrationChargeOver node
HTTP Request
integrationHUB Planner node
HTTP Request

ChargeOver and HUB Planner integration

Save yourself the work of writing custom integrations for ChargeOver and HUB Planner and use n8n instead. Build adaptable and scalable Finance & Accounting, and Productivity workflows that work with your technology stack. All within a building experience you will love.

How to connect ChargeOver and HUB Planner

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

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.

ChargeOver and HUB Planner integration: Create a new workflow and add the first step

Step 2: Add and configure ChargeOver and HUB Planner nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for ChargeOver and HUB Planner as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to ChargeOver and HUB Planner to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

ChargeOver and HUB Planner integration: Add and configure ChargeOver and HUB Planner nodes

Step 3: Connect ChargeOver and HUB Planner

A connection establishes a link between ChargeOver and HUB Planner (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

ChargeOver and HUB Planner integration: Connect ChargeOver and HUB Planner

Step 4: Customize and extend your ChargeOver and HUB Planner integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect ChargeOver and HUB Planner with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

ChargeOver and HUB Planner integration: Customize and extend your ChargeOver and HUB Planner integration

Step 5: Test and activate your ChargeOver and HUB Planner workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ChargeOver and HUB Planner or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

ChargeOver and HUB Planner integration: Test and activate your ChargeOver and HUB Planner workflow

Build your own ChargeOver and HUB Planner integration

Create custom ChargeOver and HUB Planner 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.

Supported API Endpoints for ChargeOver

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.

Get quote
Get the details of a specific quote.
GET
/api/v1/quotes/get
Update quote
Update the details of an existing quote.
PUT
/api/v1/quotes/update
List quotes
Get a list of all quotes available.
GET
/api/v1/quotes/list

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!

Create customer
Create a new customer.
POST
/api/customers/create
Update customer
Update an existing customer.
PUT
/api/customers/update
List customers
Get a list of all customers.
GET
/api/customers/list
Get specific customer
Get details of a specific customer.
GET
/api/customers/get
Delete customer
Remove a customer from the system.
DELETE
/api/customers/delete
Get customer
Retrieve details of a specific customer.
GET
/api/v3/customer/2
Create customer
Create a new customer record.
POST
/api/v3/customer
Update customer
Update the information of a specific customer.
PUT
/api/v3/customer/3
List customers
Retrieve a list of all customers.
GET
/api/v3/customers

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!

Add contact
Add a new contact user.
POST
/api/users/create
Update contact
Update an existing user contact.
PUT
/api/users/update
List contacts
Get a list of all contact users.
GET
/api/users/list
Delete contact
Remove a contact user from the system.
DELETE
/api/users/delete

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!

Create invoice
Create a new invoice.
POST
/api/invoices/create
Update invoice
Update an existing invoice.
PUT
/api/invoices/update
List invoices
Get a list of all invoices.
GET
/api/invoices/list

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!

List transactions
Get a list of all transactions.
GET
/api/transactions/list

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!

Create subscription
Create a new subscription for a customer.
POST
/api/v1/subscriptions/create
List subscriptions
Get a list of all subscriptions available.
GET
/api/v1/subscriptions/list
Get subscription
Get the details of a specific subscription.
GET
/api/v1/subscriptions/get

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!

Create item
Create a new item for sale.
POST
/api/v1/items/create
Update item
Update the details of an existing item.
PUT
/api/v1/items/update
Delete item
Delete an existing item.
DELETE
/api/v1/items/delete

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!

Store credit card
Store a new credit card for a customer.
POST
/api/v1/credit-cards/store
Query credit cards
Retrieve all stored credit cards.
GET
/api/v1/credit-cards/query
Delete credit card
Delete a stored credit card.
DELETE
/api/v1/credit-cards/delete

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!

Store ACH account
Store a new ACH account for a customer.
POST
/api/v1/ach-echeck/store
Query ACH accounts
Retrieve all stored ACH accounts.
GET
/api/v1/ach-echeck/query
Delete ACH account
Delete a stored ACH account.
DELETE
/api/v1/ach-echeck/delete

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!

List customers
Retrieve a list of data from ChargeOver.
GET
/api/v3/customer
Get specific customer
Retrieve a specific record from ChargeOver using the record id.
GET
/api/v3/customer/1
Count customers
Get the total number of customers.
GET
/api/v3/customer/_count
Count customers
Get the number of customers with a specific company name.
GET
/api/v3/customer/_count?where=company:CONTAINS:test
List revisions
Get the most recent 10 revisions of a customer.
GET
/API/v3/customer/100/_revision
List revisions
Get the most recent revisions for a customer with a limit.
GET
/API/v3/customer/100/_revision?limit=5
Get customer by external key
Retrieve a customer using an external key.
GET
/api/v3/customer/external_key:abc123
Get customer by token
Retrieve a customer using their token.
GET
/api/v3/customer/token:0q7fx5652k18

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!

List invoices
Get a list of invoices on a specific date.
GET
/api/v3/invoice?where=date:EQUALS:2015-02-05
List invoices
Get a list of invoices between two dates.
GET
/v3/invoice?where=date:GTE:2015-02-01,date:LTE:2015-02-05
List invoices
Get a sorted list of invoices by total.
GET
/api/v3/invoice?order=total:ASC
Create invoice for customer by external key
Add an invoice for a customer using their external key.
POST
/api/v3/invoice

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!

List users
Get a list of users with limit and offset.
GET
/api/v3/user?offset=8&limit=2

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!

Get item by external key
Retrieve an item using an external key with escape syntax.
GET
/api/v3/item?where=external_key:EQUALS:Example\:ID

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!

Batch request
Submit multiple API requests in a single call.
POST
/api/v3/_bulk

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!

Supported API Endpoints for HUB Planner

To set up HUB Planner 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 HUB Planner to query the data you need using the API endpoint URLs you provide.

Get all projects
This call will return all projects.
GET
/project
Search projects
Search for projects based on their status.
POST
/project/search
Get specific project
Retrieve a specific project by its ID.
GET
/project/12345678
Create project
Create a new project with the provided details.
POST
/project

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Fetch custom field templates
Fetch templates defined for your account.
GET
/project/customField/template

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Search custom fields
Search for custom fields based on their type.
POST
/project/customField/template/search

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Bulk update projects
Updates multiple projects in a single request.
PATCH
/project
Delete project
Deletes a specific project by id.
DELETE
/project/12345678
Add resource to project
Adds a resource to a specific project identified by projectId.
POST
project/addResourcesToProject/projectId
Remove resource from project
Removes a resource from a specific project identified by resourceId.
POST
project/removeResourceFromProjects/resourceId
Add clients to project
Adds clients to a specific project identified by projectId.
POST
project/projectId/client/
Remove client from projects
Removes a client from specific projects identified by clientId.
POST
project/client/clientId
Set project managers
Sets project managers for a specific project identified by projectId.
PUT
project/projectId/project-managers
Get all project tags
Retrieves all tags for a specific project identified by its ID.
GET
/project/12345678/tag
Remove project tag from project
Removes a specific tag from a project identified by its ID.
DELETE
/project/12345678/tag/222333

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Get all bookings
Retrieve a paginated list of all bookings.
GET
/booking
Retrieve deleted bookings
Retrieve deleted bookings using the query parameter deleted.
GET
booking?deleted=true
Retrieve booking dependencies
Retrieve booking dependencies using the query parameter dependencies.
GET
booking?dependencies=true
Search bookings
Search allows to get more complex results based on given criteria.
POST
booking/search
Get specific booking
Get a specific booking by its ID.
GET
/booking/12345678
Create a new booking
Create a new booking with minimum required fields.
POST
/booking

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Update booking
Update an existing booking.
PUT
/booking/123456789
Delete booking
Delete a specific booking by id.
DELETE
/booking/12345678
Delete multiple bookings
Delete multiple bookings by booking IDs, resourceId or projectId.
DELETE
/booking?ids=12340,12341,12342,12343,12344
Delete multiple bookings by resourceId
Delete all bookings for the resource with ID.
DELETE
/booking?resourceId=12345
Delete multiple bookings by projectId
Delete all bookings for the project with ID.
DELETE
/booking?projectId=12346

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

List events
Call will return all projects.
GET
/event
Search events
Search events by name.
POST
/event/search
Get specific event
Use the following command to get a specific event by ID.
GET
/event/12345678
Update event
Update an existing event by ID with the complete event object.
PUT
/event/123456789

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Get all holidays
Retrieves a list of all holidays.
GET
/holiday
Search holidays
Searches for holidays within a specified date range.
POST
/holiday/search
Get specific holiday
Retrieves details of a specific holiday by ID.
GET
/holiday/12345678
Update a holiday
Updates an existing holiday by ID.
PUT
/holiday/123456789

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

Get milestone
Retrieve a specific milestone by its ID.
GET
/milestone/12345678
Search milestones
Search for milestones based on specific parameters.
POST
/milestone/search
Create milestone
Create a new milestone with the required fields.
POST
/milestone
Update milestone
Update an existing milestone by its ID.
PUT
/milestone/123456789

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 HUB Planner official documentation to get a full list of all API endpoints and verify the scraped ones!

FAQs

  • Can ChargeOver connect with HUB Planner?

  • Can I use ChargeOver’s API with n8n?

  • Can I use HUB Planner’s API with n8n?

  • Is n8n secure for integrating ChargeOver and HUB Planner?

  • How to get started with ChargeOver and HUB Planner integration in n8n.io?

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