Add customer note
WriteAdd a note to a customer.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
A repeated request may repeat the external action. Review the previous result before retrying a write.
Billing & Payments · CONNECTIONChargeOver + NodeHub
Read ChargeOver customers, invoices and subscriptions, create and update customers, email invoices and add customer notes.
Explore 10 workflow actions for ChargeOver, including account permissions and operation limits.
6 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create customer
WriteCreate a customer with a main contact and billing address.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
A repeated request may repeat the external action. Review the previous result before retrying a write.
Email invoice
WriteEmail an invoice, optionally to another address or with another subject or body.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get customer
ReadRead one customer.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
Get invoice
ReadRead one invoice with its lines.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
Get subscription
ReadRead one subscription.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
List customers
ReadRead customers, filtered, ordered and paged.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
Pagination: offset. Check the result for additional pages; a single action may not return every record.
List invoices
ReadRead invoices, filtered, ordered and paged.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
Pagination: offset. Check the result for additional pages; a single action may not return every record.
List subscriptions
ReadRead subscriptions (packages), filtered, ordered and paged.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
Pagination: offset. Check the result for additional pages; a single action may not return every record.
Update customer
WriteChange a customer's name, contact or billing address.
Permissions and limits
Account permissions
- ChargeOver REST API credentials
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in ChargeOver. A saved workflow is not a completed provider action.
EXPLORE YOUR STACK
