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integrationHelcim node
HTTP Request
integrationHubSpot node

Helcim and HubSpot integration

Save yourself the work of writing custom integrations for Helcim and HubSpot and use n8n instead. Build adaptable and scalable Finance & Accounting, and Sales workflows that work with your technology stack. All within a building experience you will love.

How to connect Helcim and HubSpot

  • 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.

Helcim and HubSpot integration: Create a new workflow and add the first step

Step 2: Add and configure HubSpot and Helcim nodes (using the HTTP Request node)

You can find the HubSpot node in the nodes panel and drag it onto your workflow canvas. To add the Helcim app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Helcim. Configure Helcim and HubSpot one by one: input data on the left, parameters in the middle, and output data on the right.

HubSpot and Helcim integration: Add and configure HubSpot and Helcim nodes

Step 3: Connect HubSpot and Helcim

A connection establishes a link between HubSpot and Helcim (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.

HubSpot and Helcim integration: Connect HubSpot and Helcim

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

HubSpot and Helcim integration: Customize and extend your HubSpot and Helcim integration

Step 5: Test and activate your Helcim and HubSpot workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Helcim to HubSpot 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.

HubSpot and Helcim integration: Test and activate your HubSpot and Helcim workflow

Build your own Helcim and HubSpot integration

Create custom Helcim and HubSpot 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 Helcim

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

Process payment
Process a credit card payment.
POST
/docs/process-a-credit-card-payment
Preauthorize payment
Preauthorize a credit card payment.
POST
/docs/preauthorize-a-credit-card-payment
Capture payment
Capture a credit card payment.
POST
/docs/capture-a-credit-card-payment
Reverse payment
Reverse a credit card payment.
POST
/docs/reverse-a-credit-card-payment
Refund payment
Refund a credit card payment.
POST
/docs/refund-a-credit-card-payment
Verify credit card
Verify credit card details.
POST
/docs/verify-credit-card-details

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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!

Create invoice
Create an invoice.
POST
/docs/create-an-invoice
Retrieve invoice
Retrieve an invoice.
GET
/docs/retrieve-an-invoice
Retrieve invoices
Retrieve all invoices.
GET
/docs/retrieve-invoices
Update invoice
Update an invoice.
PUT
/docs/update-an-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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!

Render invoice online view
Renders an online view of an invoice using the Helcim API.
GET
/docs/render-an-invoices-online-view

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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!

Get customer
Retrieve a specific customer's details.
GET
/api/v1/customers/{id}
Get customers
Retrieve a list of all customers.
GET
/api/v1/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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!

Withdraw an ACH payment
Withdraws an ACH payment through the Helcim API.
POST
/docs/withdraw-an-ach-payment

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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!

HubSpot supported actions

Create
Create a company
Delete
Delete a company
Get
Get a company
Get Many
Get many companies
Get Recently Created/Updated
Get recently created/updated companies
Search
Search companies by their website domain
Update
Update a company
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 Recently Created/Updated
Get recently created/updated contacts
Search
Search contacts
Add
Add contact to a list
Remove
Remove a contact from a list
Create
Create a deal
Delete
Delete a deal
Get
Get a deal
Get Many
Get many deals
Get Recently Created/Updated
Get recently created/updated deals
Search
Search deals
Update
Update a deal
Create
Create an engagement
Delete
Delete an engagement
Get
Get an engagement
Get Many
Get many engagements
Create
Create a ticket
Delete
Delete a ticket
Get
Get a ticket
Get Many
Get many tickets
Update
Update a ticket

FAQs

  • Can Helcim connect with HubSpot?

  • Can I use Helcim’s API with n8n?

  • Can I use HubSpot’s API with n8n?

  • Is n8n secure for integrating Helcim and HubSpot?

  • How to get started with Helcim and HubSpot integration in n8n.io?

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