Can ChargeOver connect with Monica CRM?

Yes, ChargeOver can connect with Monica CRM using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between ChargeOver and Monica CRM. Configure nodes for ChargeOver and Monica CRM in the n8n interface, specifying actions and triggers to set up their connection.

Can I use ChargeOver’s API with n8n?

Yes, with n8n, you can programmatically interact with ChargeOver’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Monica CRM’s API with n8n?

Yes, with n8n, you can programmatically interact with Monica CRM’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating ChargeOver and Monica CRM?

Yes, it is safe to use n8n to integrate ChargeOver and Monica CRM. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with ChargeOver and Monica CRM integration in n8n.io?

To start integrating ChargeOver and Monica CRM in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Back to Integrations

ChargeOver

Monica CRM

ChargeOver and Monica CRM integration

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

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How to connect ChargeOver and Monica CRM

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 Monica CRM integration: Create a new workflow and add the first step

Step 2: Add and configure Monica CRM and ChargeOver nodes (using the HTTP Request node)

You can find the Monica CRM node in the nodes panel and drag it onto your workflow canvas. To add the ChargeOver app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to ChargeOver. Configure ChargeOver and Monica CRM one by one: input data on the left, parameters in the middle, and output data on the right.

Monica CRM and ChargeOver integration: Add and configure Monica CRM and ChargeOver nodes

Step 3: Connect Monica CRM and ChargeOver

A connection establishes a link between Monica CRM and ChargeOver (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.

Monica CRM and ChargeOver integration: Connect Monica CRM and ChargeOver

Step 4: Customize and extend your Monica CRM and ChargeOver 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 Monica CRM and ChargeOver with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Monica CRM and ChargeOver integration: Customize and extend your Monica CRM and ChargeOver integration

Step 5: Test and activate your ChargeOver and Monica CRM workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ChargeOver to Monica CRM 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.

Monica CRM and ChargeOver integration: Test and activate your Monica CRM and ChargeOver workflow

Build your own ChargeOver and Monica CRM integration

Create custom ChargeOver and Monica CRM 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!

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

List transactions

Get a list of all transactions.

GET

/api/transactions/list

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

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

View workflow

Or explore 800+ other templates here

Batch request

Submit multiple API requests in a single call.

POST

/api/v3/_bulk

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Monica CRM supported actions

Create

Create an activity

Delete

Delete an activity

Get

Retrieve an activity

Get Many

Retrieve many activities

Update

Update an activity

Create

Create a call

Delete

Delete a call

Get

Retrieve a call

Get Many

Retrieve many calls

Update

Update a call

Create

Create a contact

Delete

Delete a contact

Get

Retrieve a contact

Get Many

Retrieve many contacts

Update

Update a contact

Create

Create a contact field

Delete

Delete a contact field

Get

Retrieve a contact field

Update

Update a contact field

Add

Remove

Create

Create a conversation

Delete

Delete a conversation

Get

Retrieve a conversation

Update

Update a conversation

Add

Add a message to a conversation

Update

Update a message in a conversation

Create

Create a journal entry

Delete

Delete a journal entry

Get

Retrieve a journal entry

Get Many

Retrieve many journal entries

Update

Update a journal entry

Create

Create a note

Delete

Delete a note

Get

Retrieve a note

Get Many

Retrieve many notes

Update

Update a note

Create

Create a reminder

Delete

Delete a reminder

Get

Retrieve a reminder

Get Many

Retrieve many reminders

Update

Update a reminder

Create

Create a tag

Delete

Delete a tag

Get

Retrieve a tag

Get Many

Retrieve many tags

Update

Update a tag

Create

Create a task

Delete

Delete a task

Get

Retrieve a task

Get Many

Retrieve many tasks

Update

Update a task

ChargeOver and Monica CRM integration details

ChargeOver is a comprehensive billing automation software that helps businesses streamline their invoicing and payment processes. By automating tasks like sending invoices, tracking payments, and managing subscriptions, ChargeOver enables businesses to focus on growth and customer satisfaction.

Using generic authentication

See ChargeOver integrations

Related categories

Finance & Accounting

Monica CRM works as a Customer Relationship Management system but for your personal life. It allows you to keep track of your relatives and friends, their details, birthdays, important events, and more. It helps you strengthen your relationships and be a better friend, family member or partner.

Monica CRM node docs + examples

Monica CRM credential docs

See Monica CRM integrations

Related categories

Communication

Other integrations with Monica CRM