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, workflows that work with your technology stack. All within a building experience you will love.
How to connect ChargeOver and Workboard
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.
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
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!
Supported API Endpoints for Workboard
Get user profile
Retrieve the profile information of a user.
Create user
Add a new user to the system.
Update user profile
Modify the profile information of an existing user.
Delete user
Remove a user from the system.
List users
Retrieve a list of users in WorkBoard.
Update user profile
Update the profile information of an existing user.
Get user profile
Retrieve the profile of a user.
Create user
Create a new user in the system.
Update user profile
Update the profile information of an existing user.
Delete user
Remove a user from the system.
Get all goals
Retrieve a list of all goals.
Create a goal
Add a new goal to the system.
Get goal
Retrieve the details of a specific goal by its ID.
Create goal
Create a goal for a user in your organization, including metrics sourced from the same person.
Get metric for goal
List data for one metric associated with the specified goal.
Get alignment for goal
List aligned and dependent goals associated with the specified goal.
Get all goals
Retrieve a list of all goals.
Create a goal
Create a new goal in the system.
Get all metrics
Retrieve a list of all metrics.
Add metric data
Insert data for a specific metric.
Add metric data
Add new data to an existing metric.
Get all metrics
Retrieve a list of all metrics.
Add metric data
Add data to an existing metric.
Get all tags
Retrieve a list of all tags.
Add tags to metrics
Add multiple tags to multiple metrics.
Remove metric tags
Delete given tag lists mapped to the metric.
Get all tags
Returns all key result tags in the system.
Get one tag
Returns the specified key result tag.
Get all tags for a group
Returns all tags available in a specified group of tags.
Get all tags
Retrieve a list of all tags.
Add tags to a single metric
Attach tags to a specific metric.
Get action items
Retrieve a list of action items.
Get action items
Retrieve a list of action items.
Create an action item
Create a new action item.
Get teams
Retrieve a list of all teams.
Create a team
Add a new team to the system.
Get teams
Retrieve a list of all teams.
Create a team
Create a new team in the system.
Get workstreams
Retrieve a list of all workstreams.
Create workstreams
Create a new workstream in the system.
Get workstreams
Retrieve a list of all workstreams.
Get data streams
Retrieve a list of data streams.
Get user profile
Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.
Create a new user
Create a new user in the organization with the user's profile attributes.
Update user
Update user's profile and timezone information.
Delete user
Delete a user's account and remove them from the organization.
Get user goals
List details for goals belonging to the user.
Get user teams
List all the teams that the user manages, or of which they are a member.
Bulk User Provisioning
Add, update and modify users in the existing organization.
Update user
Update a user's profile information.
Delete user
Delete a user's account and remove them from the organization.
Get user goals
List details for goals belonging to the user.
List metrics
Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.
Create metric
Use this endpoint to create a new metric for a specified goal.
Update metric
Use this endpoint to update an existing metric based on its ID.
Delete metric
Use this endpoint to delete a metric by its ID.
List metrics
Returns all metrics that the authenticated user is responsible for updating.
Get one metric
Returns data for an individual metric.
Get tags for metric
Returns all key result tags mapped to the given metric in the system.
Get list of metrics' tags
Returns all tags mapped to given metric list.
Get metrics for tag
Returns all metrics mapped to the given tag_id.
Add tags to metric
Add multiple tags to the given metric.
Add tags to a single metric
Add multiple tags to the given metric.
Add tags to a single metric
Add multiple tags to the given metric.
Get data streams
Retrieve a list of all data streams.
Create data streams
Create a new data stream in the system.
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.
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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!
ChargeOver and Workboard integration details
FAQ
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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