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ChargeOver
Workboard
integrationChargeOver node
HTTP Request
integrationWorkboard node
HTTP Request

ChargeOver and Workboard integration

Save yourself the work of writing custom integrations for ChargeOver and Workboard 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 Workboard

  • 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 Workboard integration: Create a new workflow and add the first step

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

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

Step 3: Connect ChargeOver and Workboard

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

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

ChargeOver and Workboard integration: Customize and extend your ChargeOver and Workboard integration

Step 5: Test and activate your ChargeOver and Workboard workflow

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

Build your own ChargeOver and Workboard integration

Create custom ChargeOver and Workboard 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.

  • Quotes
  • Customers
  • Users
  • Invoices
  • Transactions
  • Subscriptions
  • Items
  • Credit-cards
  • Ach-echeck
  • Customer
  • Invoice
  • User
  • Item
  • Bulk
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

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
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!

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

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
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!

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

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 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!

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

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
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!

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

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
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!

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

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
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!

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

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

Supported API Endpoints for Workboard

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

  • Users
  • Goals
  • Metrics
  • Tags
  • Action_items
  • Teams
  • Workstreams
  • Data_streams
  • User
  • Metric
  • Data streams
Get user profile
Retrieve the profile information of a user.
GET
/api/v1/users/profile
Create user
Add a new user to the system.
POST
/api/v1/users/create
Update user profile
Modify the profile information of an existing user.
PUT
/api/v1/users/update
Delete user
Remove a user from the system.
DELETE
/api/v1/users/delete
List users
Retrieve a list of users in WorkBoard.
GET
/wb/apis/user
Update user profile
Update the profile information of an existing user.
PUT
/api/v1/users/modify
Get user profile
Retrieve the profile of a user.
GET
/api/users/profile
Create user
Create a new user in the system.
POST
/api/users/create
Update user profile
Update the profile information of an existing user.
PUT
/api/users/update
Delete user
Remove a 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 Workboard 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 all goals
Retrieve a list of all goals.
GET
/api/v1/goals
Create a goal
Add a new goal to the system.
POST
/api/v1/goals/create
Get goal
Retrieve the details of a specific goal by its ID.
GET
/goal/{goal_id}
Create goal
Create a goal for a user in your organization, including metrics sourced from the same person.
POST
/goal/
Get metric for goal
List data for one metric associated with the specified goal.
GET
/goal/{goal_id}/metric/{metric_id}
Get alignment for goal
List aligned and dependent goals associated with the specified goal.
GET
/goal/{goal_id}/alignment
Get all goals
Retrieve a list of all goals.
GET
/api/goals
Create a goal
Create a new goal in the system.
POST
/api/goals/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 Workboard 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 all metrics
Retrieve a list of all metrics.
GET
/api/v1/metrics
Add metric data
Insert data for a specific metric.
POST
/api/v1/metrics/data
Add metric data
Add new data to an existing metric.
PUT
/api/v1/metrics/update
Get all metrics
Retrieve a list of all metrics.
GET
/api/metrics
Add metric data
Add data to an existing metric.
POST
/api/metrics/add

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 Workboard 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 all tags
Retrieve a list of all tags.
GET
/api/v1/tags
Add tags to metrics
Add multiple tags to multiple metrics.
POST
/apis/metric/tags
Remove metric tags
Delete given tag lists mapped to the metric.
DELETE
/apis/metric/{metric_id}/tags
Get all tags
Returns all key result tags in the system.
GET
/apis/tags
Get one tag
Returns the specified key result tag.
GET
/apis/tags/{tag_id}
Get all tags for a group
Returns all tags available in a specified group of tags.
GET
/tags/?group_id={group_id}
Get all tags
Retrieve a list of all tags.
GET
/api/tags
Add tags to a single metric
Attach tags to a specific metric.
POST
/api/tags/addToMetric

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 Workboard 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 action items
Retrieve a list of action items.
GET
/api/v1/action_items
Get action items
Retrieve a list of action items.
GET
/api/action_items
Create an action item
Create a new action item.
POST
/api/action_items/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 Workboard 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 teams
Retrieve a list of all teams.
GET
/api/v1/teams
Create a team
Add a new team to the system.
POST
/api/v1/teams/create
Get teams
Retrieve a list of all teams.
GET
/api/teams
Create a team
Create a new team in the system.
POST
/api/teams/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 Workboard 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 workstreams
Retrieve a list of all workstreams.
GET
/api/v1/workstreams
Create workstreams
Create a new workstream in the system.
POST
/api/v1/workstreams/create
Get workstreams
Retrieve a list of all workstreams.
GET
/api/workstreams

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 Workboard 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 data streams
Retrieve a list of data streams.
GET
/api/v1/data_streams

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 Workboard 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 user profile
Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.
GET
/user/{user_id}
Create a new user
Create a new user in the organization with the user's profile attributes.
POST
/user
Update user
Update user's profile and timezone information.
PUT
/wb/apis/user/?profile[title]=CMO&user_id={user_id}
Delete user
Delete a user's account and remove them from the organization.
PATCH
/wb/apis/user/?user_id={user_id}&action=disable
Get user goals
List details for goals belonging to the user.
GET
/wb/apis/user/goal
Get user teams
List all the teams that the user manages, or of which they are a member.
GET
/user/{user_id}/team/{team_id}
Bulk User Provisioning
Add, update and modify users in the existing organization.
PUT
/user/importOrg
Update user
Update a user's profile information.
PUT
/wb/apis/user/
Delete user
Delete a user's account and remove them from the organization.
PATCH
/wb/apis/user/{user_id}
Get user goals
List details for goals belonging to the user.
GET
/wb/apis/user/{user_id}/goal/{goal_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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow
Or explore 800+ other templates here
List metrics
Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.
GET
/wb/apis/metric/list
Create metric
Use this endpoint to create a new metric for a specified goal.
POST
/wb/apis/metric/create
Update metric
Use this endpoint to update an existing metric based on its ID.
PUT
/wb/apis/metric/update
Delete metric
Use this endpoint to delete a metric by its ID.
DELETE
/wb/apis/metric/delete
List metrics
Returns all metrics that the authenticated user is responsible for updating.
GET
/metric/
Get one metric
Returns data for an individual metric.
GET
/metric/{metric_id}
Get tags for metric
Returns all key result tags mapped to the given metric in the system.
GET
/apis/metric/{metric_id}/tags
Get list of metrics' tags
Returns all tags mapped to given metric list.
GET
/apis/metric/krtags?metric_ids=metric_id1,metric_id2
Get metrics for tag
Returns all metrics mapped to the given tag_id.
GET
/apis/metric/tags?tag_id={tag_id}
Add tags to metric
Add multiple tags to the given metric.
PUT
apis/metric/{metric_id}/tags
Add tags to a single metric
Add multiple tags to the given metric.
PUT
/apis/metric/{metric_id}/tags
Add tags to a single metric
Add multiple tags to the given metric.
PUT
PUT apis/metric/{metric_id}/tags

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 Workboard 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 data streams
Retrieve a list of all data streams.
GET
/api/v1/datastreams
Create data streams
Create a new data stream in the system.
POST
/api/v1/datastreams/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 Workboard 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 Workboard integration details

integrationChargeOver node
HTTP Request
ChargeOver

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.

integrationWorkboard node
HTTP Request
Workboard

Workboard is a software tool designed to help teams manage and prioritize their work efficiently. It provides a centralized platform for task tracking, performance measurement, and goal setting. Workboard streamlines communication and collaboration, enabling teams to stay organized and achieve their objectives effectively.

FAQs

  • Can ChargeOver connect with Workboard?

  • Can I use ChargeOver’s API with n8n?

  • Can I use Workboard’s API with n8n?

  • Is n8n secure for integrating ChargeOver and Workboard?

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

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