About this integration
HR admin for team members, leave, salaries, and company records. This integration exposes its full API as workflow modules.
The integration includes 3 triggers, 19 search modules and 3 actions. Connections use basic authentication.
How to connect
The credential form asks for Client ID and Client Secret.
Prefer the interactive builder form? Open it on the app page.
Paste your credentials once — WEXTL® stores them encrypted and reuses the connection across every workflow that needs it.
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 it in workflow automation
Start with Watch Leave Allowances, then add Create a Team Member Note.
The canvas below runs Watch Leave Allowances into Create a Team Member Note — watch the video, then drop a node onto the canvas.
Select the Watch Team Members trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Team Member Note as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 6 ready-made modules for HR work — each run logs its inputs and outputs for debugging.
Charlie HR workflow on the canvas: Watch Team Members then Create a Team Member Note
Triggers, searches and actions
Browse every Charlie HR module field below: 3 triggers, 19 searchs, and 3 actions you can drop onto the canvas.
Triggers
This integration includes 3 triggers — start a workflow the moment something changes in the app.
- Watch Leave Allowances
- Watch Leave Requests
- Watch Team Members
Searches
Use any of 19 search modules to retrieve records without leaving the workflow canvas.
- Get a Bank Account by ID
- Get a Leave Request by ID
- Get an Office by ID
- Get a Team by ID
- Get a Team Member by ID
Actions
This integration includes 3 action modules — create, update, or delete records as part of any workflow.
- Create a Team Member Note
- Create a Team Member Note Type
- Make an API Call
Explore the fields available for each Charlie HR trigger, search, and action.
Triggers
| Field | Type |
|---|---|
Leave Allowance ID | text |
Team member | text |
Allowance in days | number |
Days used | number |
Remaining allowance in days | number |
Leave types | text |
Period start | text |
Period end | text |
| Field | Type |
|---|---|
Leave Request ID | text |
Team member | text |
Approver | text |
Status | text |
Details | text |
Amount | number |
Units | text |
Request type | text |
Start date | date |
End date | date |
| Field | Type |
|---|---|
Team Member ID | text |
Company ID | text |
First Name | text |
Last Name | text |
Preferred Name | text |
Display Name | text |
Work Email | |
Personal Email | |
Phone Number | text |
Secondary Phone Number | text |
Address Fields | object |
Address Line 1 | text |
Address Line 2 | text |
City | text |
County | text |
Postcode | text |
Country | text |
Address | array |
Office ID | text |
Manager Team Member ID | text |
Teams | array |
National Insurance Number | text |
Gender | text |
Married | boolean |
Date of Birth | date |
Start Date | date |
Searches
| Field | Type |
|---|---|
Team Member IDRequired | choice |
| Field | Type |
|---|---|
Team member | text |
Account number | text |
Sort code | text |
Bank name | text |
| Field | Type |
|---|---|
Leave Request IDRequired | choice |
| Field | Type |
|---|---|
Leave Request ID | text |
Team member | text |
Approver | text |
Status | text |
Details | text |
Amount | number |
Units | text |
Request type | text |
Start date | text |
End date | text |
| Field | Type |
|---|---|
Office Id | choice |
| Field | Type |
|---|---|
Office ID | text |
Office Name | text |
Head Office | boolean |
Address | array |
Timezone | text |
Phone Number | text |
Email |
| Field | Type |
|---|---|
Team IDRequired | choice |
| Field | Type |
|---|---|
Team ID | text |
Name | text |
Team members | array |
| Field | Type |
|---|---|
Team Member IDRequired | choice |
| Field | Type |
|---|---|
Team Member ID | text |
Company ID | text |
First Name | text |
Last Name | text |
Preferred Name | text |
Display Name | text |
Work Email | |
Personal Email | |
Phone Number | text |
Secondary Phone Number | text |
Address Fields | object |
Address Line 1 | text |
Address Line 2 | text |
City | text |
County | text |
Postcode | text |
Country | text |
Address | array |
Office ID | text |
Manager Team Member ID | text |
Teams | array |
National Insurance Number | text |
Gender | text |
Married | boolean |
Date of Birth | date |
Start Date | date |
| Field | Type |
|---|---|
Team Member IDRequired | choice |
| Field | Type |
|---|---|
Team Member ID | text |
Team member | text |
Allowance in days | number |
Days used | number |
Remaining allowance in days | number |
Leave types | text |
Period start | text |
Period end | text |
| Field | Type |
|---|---|
Team Member Note Type IDRequired | choice |
| Field | Type |
|---|---|
Team Member Note Type ID | text |
Name | text |
Type | text |
Permissions | object |
Anyone | boolean |
Owners | boolean |
Team leads | boolean |
Line managers | boolean |
Payroll admins | boolean |
Admins | boolean |
Super admins | boolean |
| Field | Type |
|---|---|
Team Member IDRequired | choice |
| Field | Type |
|---|---|
Salary ID | text |
Team member | text |
Job title | text |
Pay rate | number |
Pay period | text |
Pay frequency | text |
Pay currency | text |
Effective date | text |
Employment type | text |
| Field | Type |
|---|---|
Salary IDRequired | choice |
| Field | Type |
|---|---|
Salary ID | text |
Team member | text |
Job title | text |
Pay rate | number |
Pay period | text |
Pay frequency | text |
Pay currency | text |
Effective date | date |
Employment type | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Team member | text |
Account number | text |
Sort code | text |
Bank name | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Company ID | text |
Company Name | text |
Company Subdomain | text |
Company Logo | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Leave Allowance ID | text |
Team member | text |
Allowance in days | number |
Days used | number |
Remaining allowance in days | number |
Leave types | text |
Period start | text |
Period end | text |
| Field | Type |
|---|---|
Start Date | date |
End Date | date |
Limit | number |
| Field | Type |
|---|---|
Leave Request ID | text |
Team member | text |
Approver | text |
Status | text |
Details | text |
Amount | number |
Units | text |
Request type | text |
Start date | text |
End date | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Office ID | text |
Office Name | text |
Head Office | boolean |
Address | array |
Timezone | text |
Phone Number | text |
Email |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Salary ID | text |
Team member | text |
Job title | text |
Pay rate | number |
Pay period | text |
Pay frequency | text |
Pay currency | text |
Effective date | date |
Employment type | text |
| Field | Type |
|---|---|
Team Member IDRequired | choice |
| Field | Type |
|---|---|
Leave Request ID | text |
Team member | text |
Approver | text |
Status | text |
Details | text |
Amount | number |
Units | text |
Request type | text |
Start date | text |
End date | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Team Member Note Type ID | text |
Name | text |
Type | text |
Permissions | object |
Anyone | boolean |
Owners | boolean |
Team leads | boolean |
Line managers | boolean |
Payroll admins | boolean |
Admins | boolean |
Super admins | boolean |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Team Member ID | text |
Company ID | text |
First Name | text |
Last Name | text |
Preferred Name | text |
Display Name | text |
Work Email | |
Personal Email | |
Phone Number | text |
Secondary Phone Number | text |
Address Fields | object |
Address Line 1 | text |
Address Line 2 | text |
City | text |
County | text |
Postcode | text |
Country | text |
Address | array |
Office ID | text |
Manager Team Member ID | text |
Teams | array |
National Insurance Number | text |
Gender | text |
Married | boolean |
Date of Birth | date |
Start Date | date |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Team ID | text |
Name | text |
Team members | array |
Actions
| Field | Type |
|---|---|
Team Member IDRequired | choice |
Note Type IDRequired | choice |
ContentRequired | text |
| Field | Type |
|---|---|
Team Member ID | text |
Team member | text |
Team member note type | text |
Label | text |
Content | text |
| Field | Type |
|---|---|
Note Type ID | text |
Name | text |
Type | text |
Permissions | object |
Anyone | boolean |
Owners | boolean |
Team Leads | boolean |
Line Managers | boolean |
Payroll Admins | boolean |
Admins | boolean |
Super Admins | boolean |
| Field | Type |
|---|---|
Team Member Note Type ID | text |
Name | text |
Type | text |
Permissions | object |
Anyone | boolean |
Owners | boolean |
Team leads | boolean |
Line managers | boolean |
Payroll admins | boolean |
Admins | boolean |
Super admins | boolean |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |



