Can ChargeOver connect with Planview Leankit?

Yes, ChargeOver can connect with Planview Leankit using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between ChargeOver and Planview Leankit. Configure nodes for ChargeOver and Planview Leankit 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 Planview Leankit’s API with n8n?

Yes, with n8n, you can programmatically interact with Planview Leankit’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 Planview Leankit?

Yes, it is safe to use n8n to integrate ChargeOver and Planview Leankit. 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 Planview Leankit integration in n8n.io?

To start integrating ChargeOver and Planview Leankit 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

Planview Leankit

ChargeOver and Planview Leankit integration

Save yourself the work of writing custom integrations for ChargeOver and Planview Leankit 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.

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How to connect ChargeOver and Planview Leankit

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 Planview Leankit integration: Create a new workflow and add the first step

Step 2: Add and configure ChargeOver and Planview Leankit nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for ChargeOver and Planview Leankit as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to ChargeOver and Planview Leankit 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 Planview Leankit integration: Add and configure ChargeOver and Planview Leankit nodes

Step 3: Connect ChargeOver and Planview Leankit

A connection establishes a link between ChargeOver and Planview Leankit (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 Planview Leankit integration: Connect ChargeOver and Planview Leankit

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

ChargeOver and Planview Leankit integration: Customize and extend your ChargeOver and Planview Leankit integration

Step 5: Test and activate your ChargeOver and Planview Leankit workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from ChargeOver and Planview Leankit 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 Planview Leankit integration: Test and activate your ChargeOver and Planview Leankit workflow

Build your own ChargeOver and Planview Leankit integration

Create custom ChargeOver and Planview Leankit 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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Batch request

Submit multiple API requests in a single call.

POST

/api/v3/_bulk

These API endpoints were generated using n8n

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Supported API Endpoints for Planview Leankit

To set up Planview Leankit 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 Planview Leankit to query the data you need using the API endpoint URLs you provide.

Update card

Updates the details of a specific card.

PUT

/v2/card/update

Edit card

Updates the details of an existing card.

PUT

/v2/cards/edit

Prioritize cards

Sets the order of cards based on priority.

POST

/v2/cards/prioritize

Save card

Persists the current state of a card.

POST

/v2/cards/save

Create card

Create a new card in the system.

POST

/api/v2/cards/create

Create card type

Create a new type for cards.

POST

/api/v2/cards/types/create

Delete card

Remove an existing card from the system.

DELETE

/api/v2/cards/delete

Move card

Change the position of a card within a board.

PUT

/api/v2/cards/move

Duplicate card

Create a copy of an existing card.

POST

/api/v2/cards/duplicate

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

View workflow

Or explore 800+ other templates here

Delete board

This endpoint allows you to delete a board.

DELETE

/Planview_AgilePlace/Boards/Managing_Boards/Delete_a_Board

Create board

Creates a new board or duplicates an existing one.

POST

/Planview_AgilePlace/Boards/Managing_Boards/Create_A_New_Board_Or_Duplicate_Existing

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

View workflow

Or explore 800+ other templates here

Connect to new cards

Links new cards to existing items.

POST

/v2/connections/connect/new

Remove connections

Deletes existing card connections.

DELETE

/v2/connections/remove

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 Planview Leankit 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 user

Create or Add a User in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Create_or_Add_a_User

Delete user

Delete a User from the system.

DELETE

/Planview_AgilePlace/Account/User_Administration/Delete_a_User

Change user password

Change a User's Password in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Change_a_User's_Password

Edit user date format

Edit a User's Date Format in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Date_Format

Edit user email

Edit a User's Email/Login in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Email%2F%2FLogin

Edit user name

Edit a User's Name in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Name

Edit user time zone

Edit a User's Time Zone in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Time_Zone

Enable user

Enable or Disable a User in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Enable_or_Disable_a_User

Configure advanced security

Configure Advanced Security settings for Users in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Configure_Advanced_Security

Upload user avatars

Upload User Avatars for users in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Upload_User_Avatars

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

View workflow

Or explore 800+ other templates here

Get my account settings

Retrieve the current user's account settings.

GET

/01_v2/account/get-my-account

Update my account settings

Update the current user's account settings.

PUT

/01_v2/account/update

Create user

Creates a new user in the system.

POST

/v1/api/account/create

Delete user

Deletes a user from the system.

DELETE

/v1/api/account/delete

Change user's password

Changes the password for a user.

PUT

/v1/api/account/change-password

Get account settings

Retrieve the current account settings.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/account/get-my-account

Update account settings

Update the account settings.

PUT

/Planview_AgilePlace/AgilePlace_API/01_v2/account/update

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

View workflow

Or explore 800+ other templates here

Get recent card activity

Retrieve the recent activity of cards.

GET

/01_v2/card/activity

Create a card

Create a new card.

POST

/01_v2/card/create

Assign or unassign one or more users to cards

Manage user assignments on cards.

POST

/01_v2/card/assign-users

Delete a card by id

Delete a specific card by its ID.

DELETE

/01_v2/card/delete

Get a list of cards

Retrieve a list of all cards available in the system.

GET

/01_v2/card/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 Planview Leankit 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 an attachment

Create a new attachment associated with a card.

POST

/01_v2/attachment/create

Delete an attachment

Remove an existing attachment from a card.

DELETE

/01_v2/attachment/delete

Get an attachment's contents

Retrieve the contents of a specified attachment.

GET

/01_v2/attachment/get

Get a list of attachments for a card

Get all attachments associated with a specific card.

GET

/01_v2/attachment/list

Create an attachment

Create a new attachment.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/create

Delete an attachment

Delete an existing attachment.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/delete

Get attachment contents

Retrieve the contents of a specific attachment.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/get

List attachments

Retrieve a list of attachments for a card.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/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 Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get a list of audits for the recent runs of an automation

Retrieve audit logs for recent automation runs.

GET

/01_v2/automation/audit-list

Create a card automation

Create a new automation for a card.

POST

/01_v2/automation/create

Delete a card automation

Remove an existing automation for a card.

DELETE

/01_v2/automation/delete

Get a specified card automation

Retrieve details of a specific card automation.

GET

/01_v2/automation/get

Get the list of card automations for a board

Retrieve all card automations associated with a specific board.

GET

/01_v2/automation/list

Update a card automation

Modify an existing card automation.

PUT

/01_v2/automation/update

Get audit list

Retrieve a list of audits for the recent runs of an automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/audit-list

Create card automation

Create a new card automation.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/create

Delete card automation

Delete an existing card automation.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/delete

Get specified card automation

Retrieve details of a specified card automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/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 Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Archive a board

Archive a specified board, making it inactive.

POST

/01_v2/board/archive

List assigned users on a board

Retrieve the users assigned to a specific board.

GET

/01_v2/board/assigned-users

List all boards

Get a list of all boards.

GET

/01_v2/board/list

Update board settings

Update settings for a specific board.

PUT

/01_v2/board/update

Update a board's layout

Update the layout of a specific board.

PUT

/01_v2/board/update-layout

Update board roles

Update roles associated with a specific board.

PUT

/01_v2/board/update-roles

Bulk update board users and roles

Bulk update users and their roles on a specific board.

PUT

/01_v2/board/update-roles-bulk

List board users

Retrieve the list of users associated with a specific board.

GET

/01_v2/board/user-roles

Archive a board

Archive a specified board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/archive

List assigned users

Retrieve a list of assigned users on a board.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/board/assigned-users

Create a new board

Set up a new board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/create

Delete a board

Remove an existing board.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/board/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 Planview Leankit 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 a board filter

Create a new filter for boards.

POST

/01_v2/board-filter/create

Delete a board filter

Delete a specific board filter.

DELETE

/01_v2/board-filter/delete

Get a board filter

Retrieve a specific board filter by its ID.

GET

/01_v2/board-filter/get

Get the list of board filters

Retrieve the list of all board filters.

GET

/01_v2/board-filter/list

Update a board filter

Update an existing board filter.

PUT

/01_v2/board-filter/update

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 Planview Leankit 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, update, or delete board levels

Manage board levels through create, update, or delete operations.

POST

/01_v2/board-level/create

List board levels

Retrieve the list of board levels.

GET

/01_v2/board-level/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 Planview Leankit 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 a board template

Create a new board template.

POST

/01_v2/board-template/create

Delete a board template

Delete a specific board template.

DELETE

/01_v2/board-template/delete

Get a board template

Retrieve details about a specific board template by ID.

GET

/01_v2/board-template/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 Planview Leankit 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 comment

Creates a new comment in the system.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/comment/create

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 Planview Leankit 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 comment

Creates a new comment in AgilePlace.

POST

/v2/comment/create

Create comment

This endpoint allows you to create a comment on a card.

POST

/api/v2/comment/create

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

View workflow

Or explore 800+ other templates here

ChargeOver and Planview Leankit 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

Planview LeanKit is a project and workflow management software that helps organizations visualize work, optimize processes, and enhance collaboration. It enables teams to track progress, manage tasks, and deliver outcomes efficiently by adopting Lean principles and streamlining their workflows.

Using generic authentication

See Planview Leankit integrations

Related categories

Productivity