Save yourself the work of writing custom integrations for Helcim and Pipedrive 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.

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.
Process payment
Process a credit card payment.
Preauthorize payment
Preauthorize a credit card payment.
Capture payment
Capture a credit card payment.
Reverse payment
Reverse a credit card payment.
Refund payment
Refund a credit card payment.
Verify credit card
Verify credit card details.
Create invoice
Create an invoice.
Retrieve invoice
Retrieve an invoice.
Retrieve invoices
Retrieve all invoices.
Update invoice
Update an invoice.
Render invoice online view
Renders an online view of an invoice using the Helcim API.
Get customer
Retrieve a specific customer's details.
Get customers
Retrieve a list of all customers.
Withdraw an ACH payment
Withdraws an ACH payment through the Helcim API.
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.
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 Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!
Create
Create an activity
Delete
Delete an activity
Get
Get an activity
Get Many
Get many activities
Update
Update an activity
Create
Create a deal
Delete
Delete a deal
Duplicate
Duplicate a deal
Get
Get a deal
Get Many
Get many deals
Search
Search deals
Update
Update a deal
Add
Add a product to a deal
Get Many
Get many products of a deal
Remove
Remove a product from a deal
Update
Update a product in a deal
Create
Create a file
Delete
Delete a file
Download
Download a file
Get
Get a file
Update
Update a file
Create
Create a lead
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Update
Update a lead
Create
Create a note
Delete
Delete a note
Get
Get a note
Get Many
Get many notes
Update
Update a note
Create
Create an organization
Delete
Delete an organization
Get
Get an organization
Get Many
Get many organizations
Search
Search organizations
Update
Update an organization
Create
Create a person
Delete
Delete a person
Get
Get a person
Get Many
Get many persons
Search
Search persons
Update
Update a person
Create
Create a product
Delete
Delete a product
Get
Get a product
Get Many
Get many products
Search
Search products
Update
Update a product

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