Can ChargeOver connect with Salesforce?

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

Yes, with n8n, you can programmatically interact with Salesforce’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 Salesforce?

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

To start integrating ChargeOver and Salesforce 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.

ChargeOver and Salesforce: Automate Workflows with n8n

ChargeOver and Salesforce integration

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

How to connect ChargeOver and Salesforce

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 Salesforce integration: Create a new workflow and add the first step

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

You can find the Salesforce 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 Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and ChargeOver integration: Add and configure Salesforce and ChargeOver nodes

Step 3: Connect Salesforce and ChargeOver

A connection establishes a link between Salesforce 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.

Salesforce and ChargeOver integration: Connect Salesforce and ChargeOver

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

Salesforce and ChargeOver integration: Customize and extend your Salesforce and ChargeOver integration

Step 5: Test and activate your ChargeOver and Salesforce workflow

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

Salesforce and ChargeOver integration: Test and activate your Salesforce and ChargeOver workflow

Build your own ChargeOver and Salesforce integration

Create custom ChargeOver and Salesforce 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

Salesforce supported actions

Add Note

Add note to an account

Create

Create an account

Create or Update

Create a new account, or update the current one if it already exists (upsert)

Delete

Delete an account

Get

Get an account

Get Many

Get many accounts

Get Summary

Returns an overview of account's metadata

Update

Update an account

Create

Create a attachment

Delete

Delete a attachment

Get

Get a attachment

Get Many

Get many attachments

Get Summary

Returns an overview of attachment's metadata

Update

Update a attachment

Add Comment

Add a comment to a case

Create

Create a case

Delete

Delete a case

Get

Get a case

Get Many

Get many cases

Get Summary

Returns an overview of case's metadata

Update

Update a case

Add Contact To Campaign

Add contact to a campaign

Add Note

Add note to a contact

Create

Create a contact

Create or Update

Create a new contact, or update the current one if it already exists (upsert)

Delete

Delete a contact

Get

Get a contact

Get Many

Get many contacts

Get Summary

Returns an overview of contact's metadata

Update

Update a contact

Create

Create a custom object record

Create or Update

Create a new record, or update the current one if it already exists (upsert)

Delete

Delete a custom object record

Get

Get a custom object record

Get Many

Get many custom object records

Update

Update a custom object record

Upload

Upload a document

Get Many

Get many flows

Invoke

Invoke a flow

Add Lead To Campaign

Add lead to a campaign

Add Note

Add note to a lead

Create

Create a lead

Create or Update

Create a new lead, or update the current one if it already exists (upsert)

Delete

Delete a lead

Get

Get a lead

Get Many

Get many leads

Get Summary

Returns an overview of Lead's metadata

Update

Update a lead

Add Note

Add note to an opportunity

Create

Create an opportunity

Create or Update

Create a new opportunity, or update the current one if it already exists (upsert)

Delete

Delete an opportunity

Get

Get an opportunity

Get Many

Get many opportunities

Get Summary

Returns an overview of opportunity's metadata

Update

Update an opportunity

Query

Execute a SOQL query that returns all the results in a single response

Create

Create a task

Delete

Delete a task

Get

Get a task

Get Many

Get many tasks

Get Summary

Returns an overview of task's metadata

Update

Update a task

Get

Get a user

Get Many

Get many users

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can ChargeOver connect with Salesforce?
Can I use ChargeOver’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating ChargeOver and Salesforce?
How to get started with ChargeOver and Salesforce integration in n8n.io?

ChargeOver and Salesforce integration

How to connect ChargeOver and Salesforce

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

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

Step 3: Connect Salesforce and ChargeOver

Step 4: Customize and extend your Salesforce and ChargeOver integration

Step 5: Test and activate your ChargeOver and Salesforce workflow

Build your own ChargeOver and Salesforce integration

Supported API Endpoints for ChargeOver

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Salesforce supported actions

ChargeOver and Salesforce integration details

Supercharge your CRM

ChargeOver and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can ChargeOver connect with Salesforce?

Can I use ChargeOver’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating ChargeOver and Salesforce?

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

Over 3000 companies switch to n8n every single week

Why use n8n to integrate ChargeOver with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

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