What actions can I run in Charlie HR?

22 actions are available, including "Get a Bank Account by ID", "Get a Leave Request by ID", and "Get an Office by ID", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Charlie HR Integrations

HR admin for team members, leave, salaries, and company records. Automate Charlie HR hiring, onboarding, and people updates across your HR stack.

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Watch Leave AllowancesTriggers when a new leave allowance is created.
Watch Leave RequestsTriggers when a leave request is created or updated.
Watch Team MembersTriggers when a new team member is added.
Get a Bank Account by IDRetrieves the bank account details for a specific team member in the authenticated CharlieHR company.
Get a Leave Request by IDRetrieves a single leave request from the currently authenticated company.
Get an Office by IDRetrieves the requested office from the currently authenticated company.
Get a Team by IDReturns the requested team if it belongs to the authenticated company.
Get a Team Member by IDRetrieves a single team member from the authenticated company by using their ID.
Get a Team Member Leave Allowance by IDRetrieves the current leave allowance for a team member.
Get a Team Member Note Type by IDRetrieves a single team member note type for the authenticated company.
Get a Team Member's SalaryRetrieves the salary for a specific team member.
Get Salary by IDRetrieves a single salary from the given company by ID.
List Bank AccountsRetrieves all bank accounts for team members in the authenticated CharlieHR company.
List CompaniesRetrieves details of companies associated with the authenticated CharlieHR credentials.
List Leave AllowancesRetrieves the current leave allowances for all team members in the authenticated CharlieHR company.
List Leave RequestsRetrieves all leave requests for the authenticated company.
List OfficesRetrieves a list of offices that belong to the authenticated company.
List SalariesRetrieves all salary records for team members in the authenticated CharlieHR company.
List Team Member Leave Requests by IDRetrieves a list of leave requests that belong to the given team member.
List Team Member Note TypesRetrieves all team member note types for the authenticated company.
List Team MembersRetrieves all of the authenticated company's team members.
List TeamsRetrieves a list of teams that belong to the authenticated company.
Create a Team Member NoteCreates a new note for a team member.
Create a Team Member Note TypeCreates a new team member note type for the company. Input should be provided as a JSON string.
Make an API CallPerforms an arbitrary API call.

When to use Charlie HR

Common scenarios where Charlie HR automation saves time and reduces manual work.

React to "Watch Leave Allowances" in Charlie HR in real time: route the event into CRM, chat, ticketing, or any connected service.
Run "Get a Leave Request by ID" in Charlie HR from any upstream event — map fields once and let the automation handle the rest.
Layer "Watch Team Members" from Charlie HR with filters, transforms, and AI steps to build automations that match your exact business logic.

How to connect

Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.

Full API documentation

Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.

Connecting Charlie HR to WEXTL®

Field	Type	Help
Client IDRequired	text	Your CharlieHR API Client ID. Generate this in CharlieHR under Company → Integrations → API Access. See for more.
Client SecretRequired	password	Your CharlieHR API Client Secret. Generate this alongside the Client ID.

Use in workflow automation

Start from Charlie HR’s Watch Team Members trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Team Member Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 25 ready-made steps for HR work, and every run records what went in and what came back.

Charlie HR workflow on the canvas: Watch Team Members then Create a Team Member Note

Frequently asked questions

Common questions about automating Charlie HR in your workflows.

Charlie HR has 3 triggers, including "Watch Leave Allowances", "Watch Leave Requests", and "Watch Team Members". Use them to start workflows the moment Charlie HR events fire — no polling required.

Field

Type

Help

Client IDRequired

text

Your CharlieHR API Client ID. Generate this in CharlieHR under Company → Integrations → API Access. See for more.

Client SecretRequired

password

Your CharlieHR API Client Secret. Generate this alongside the Client ID.

Use in workflow automation

Start from Charlie HR’s Watch Team Members trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Team Member Note as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 25 ready-made steps for HR work, and every run records what went in and what came back.

Charlie HR Integrations

When to use Charlie HR

How to connect

Use in workflow automation

Frequently asked questions

Charlie HR Integrations

When to use Charlie HR

How to connect

Connect Charlie HR to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Charlie HR to any app in workflows

Connect Charlie HR to any app in workflows

Connect Charlie HR to any app in workflows

Charlie HR Integrations

Charlie HR triggers and actions

When to use Charlie HR

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Charlie HR support?

What actions can I run in Charlie HR?

Do I need to write code to automate this?

Is the integration secure?

Charlie HR Integrations

Charlie HR triggers and actions

When to use Charlie HR

How to connect

Connect Charlie HR to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Charlie HR support?

What actions can I run in Charlie HR?

Do I need to write code to automate this?

Is the integration secure?

Connect Charlie HR to any app in workflows

Connect Charlie HR to any app in workflows

Connect Charlie HR to any app in workflows