STEP 1
Select Charlie HR in workflow
Pick Charlie HR app in the workflow builder [4] - just one click to select the app.
Charlie HR Integration
HR admin for team members, leave, salaries, and company records. Automate Charlie HR hiring, onboarding, and employee updates across your HR stack. When Watch Leave Allowances fires, automatically trigger Get a Bank Account by ID or Get a Leave Request by ID.
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Supported triggers and actions for Charlie HR integration
Triggers can detect changes in Charlie HR and run actions that can create, search or modify data inside Charlie HR automatically [3] — exactly how you set them.
- 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 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 an Office by IDRetrieves the requested office from the currently authenticated company.
- 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.
How to integrate Charlie HR in automation workflow?
3 simple steps to make your Charlie HR connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Charlie HR
When prompted, authorize access to Charlie HR in WEXTL once. Charlie HR credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Charlie HR account. Approve?
STEP 3
Build a workflow
Build your workflow with Charlie HR yourself or with WEXTL® AI Builder. Connect Charlie HR to any available integrations [5], or use HTTP node to go beyond them.
Charlie HR
How Charlie HR connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Charlie HR app is called in workflows. That allows your hr automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Charlie HR supports.
The following table illustrates what fields Charlie HR integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Charlie HR is connected in WEXTL builder [4].
| 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. |
Connect Charlie HR to popular apps on WEXTL
Enter a name of the other app you want to sync with Charlie HR below. Click on selected app to explore integration options with Charlie HR. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Charlie HR integration
Select Watch Team Members trigger from Charlie HR - this will be a starting point in your automation. Whenever event happens in Charlie HR, workflow will start [7] from Watch Team Members node.
Search for Create a Team Member Note, connect it as the next step of integration sequence. You can use filters between Watch Team Members and Create a Team Member Note, so only important data pass from Watch Team Members to the next step. WEXTL gives you full control over the process of Charlie HR automation. All parts of workflow are visible on the canvas [4].
Charlie HR on WEXTL has 25 modules for combining hr automations. Explore Charlie HR documentation for more.
Video slide demonstrates how Watch Team Members and Create a Team Member Note [6] nodes are used in Charlie HR workflow.
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". Triggers are start points of the workflow, and automations may start from them.
Integration has 22 actions, including "Get a Bank Account by ID", "Get a Leave Request by ID", and "Get a Team by ID", and more. Refer to our Charlie HR Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Charlie HR integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Charlie HR official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Charlie HR provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Charlie HR or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Charlie HR inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Charlie HR modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Charlie HR integration.
- Charlie HR integration source code, module specs and credentials implementation.
- Internal Charlie HR integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Charlie HR vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Charlie HR App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation