ChargeOver and Workboard integration

Get the details of a specific quote.

Update the details of an existing quote.

Get a list of all quotes available.

Create a new customer.

Update an existing customer.

Get a list of all customers.

Get details of a specific customer.

Remove a customer from the system.

Retrieve details of a specific customer.

Create a new customer record.

Update the information of a specific customer.

Retrieve a list of all customers.

Add a new contact user.

Update an existing user contact.

Get a list of all contact users.

Remove a contact user from the system.

Create a new invoice.

Update an existing invoice.

Get a list of all invoices.

Get a list of all transactions.

Create a new subscription for a customer.

Get a list of all subscriptions available.

Get the details of a specific subscription.

Create a new item for sale.

Update the details of an existing item.

Delete an existing item.

Store a new credit card for a customer.

Retrieve all stored credit cards.

Delete a stored credit card.

Store a new ACH account for a customer.

Retrieve all stored ACH accounts.

Delete a stored ACH account.

Retrieve a list of data from ChargeOver.

Retrieve a specific record from ChargeOver using the record id.

Get the total number of customers.

Get the number of customers with a specific company name.

Get the most recent 10 revisions of a customer.

Get the most recent revisions for a customer with a limit.

Retrieve a customer using an external key.

Retrieve a customer using their token.

Get a list of invoices on a specific date.

Get a list of invoices between two dates.

Get a sorted list of invoices by total.

Add an invoice for a customer using their external key.

Get a list of users with limit and offset.

Retrieve an item using an external key with escape syntax.

Submit multiple API requests in a single call.

Retrieve the profile information of a user.

Add a new user to the system.

Modify the profile information of an existing user.

Remove a user from the system.

Retrieve a list of users in WorkBoard.

Update the profile information of an existing user.

Retrieve the profile of a user.

Create a new user in the system.

Update the profile information of an existing user.

Remove a user from the system.

Retrieve a list of all goals.

Add a new goal to the system.

Retrieve the details of a specific goal by its ID.

Create a goal for a user in your organization, including metrics sourced from the same person.

List data for one metric associated with the specified goal.

List aligned and dependent goals associated with the specified goal.

Retrieve a list of all goals.

Create a new goal in the system.

Retrieve a list of all metrics.

Insert data for a specific metric.

Add new data to an existing metric.

Retrieve a list of all metrics.

Add data to an existing metric.

Retrieve a list of all tags.

Add multiple tags to multiple metrics.

Delete given tag lists mapped to the metric.

Returns all key result tags in the system.

Returns the specified key result tag.

Returns all tags available in a specified group of tags.

Retrieve a list of all tags.

Attach tags to a specific metric.

Retrieve a list of action items.

Retrieve a list of action items.

Create a new action item.

Retrieve a list of all teams.

Add a new team to the system.

Retrieve a list of all teams.

Create a new team in the system.

Retrieve a list of all workstreams.

Create a new workstream in the system.

Retrieve a list of all workstreams.

Retrieve a list of data streams.

Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.

Create a new user in the organization with the user's profile attributes.

Update user's profile and timezone information.

Delete a user's account and remove them from the organization.

List details for goals belonging to the user.

List all the teams that the user manages, or of which they are a member.

Add, update and modify users in the existing organization.

Update a user's profile information.

Delete a user's account and remove them from the organization.

List details for goals belonging to the user.

Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.

Use this endpoint to create a new metric for a specified goal.

Use this endpoint to update an existing metric based on its ID.

Use this endpoint to delete a metric by its ID.

Returns all metrics that the authenticated user is responsible for updating.

Returns data for an individual metric.

Returns all key result tags mapped to the given metric in the system.

Returns all tags mapped to given metric list.

Returns all metrics mapped to the given tag_id.

Add multiple tags to the given metric.

Add multiple tags to the given metric.

Add multiple tags to the given metric.

Retrieve a list of all data streams.

Create a new data stream in the system.