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 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.
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.
See the example hereThese 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 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
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