Requirements
Before you set up the credential, make sure you have an active Charlie HR account and an API access token from your account settings ready.[3]
Get your Charlie HR credentials
- Client IDtextRequired
Your CharlieHR API Client ID. Generate this in CharlieHR under Company → Integrations → API Access. See for more.
[1] - Client SecretpasswordRequired
Your CharlieHR API Client Secret. Generate this alongside the Client ID.
[1]
Connect Charlie HR in WEXTL
- Log in to your WEXTL account, add the Charlie HR node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Charlie HR account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Charlie HR node modules
The list below is a reference of every Charlie HR node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each Charlie HR node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch Leave AllowancesTrigger
| 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 |
Watch Leave RequestsTrigger
| 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 |
Watch Team MembersTrigger
| 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 |
Get a Bank Account by IDAction
Get a Leave Request by IDAction
Get a Team by IDAction
Get a Team Member by IDAction
| 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 |
Get a Team Member Leave Allowance by IDAction
Get a Team Member Note Type by IDAction
Get a Team Member's SalaryAction
Get an Office by IDAction
Get Salary by IDAction
List Bank AccountsSearch
List CompaniesSearch
List Leave AllowancesSearch
List Leave RequestsSearch
List OfficesSearch
List SalariesSearch
List Team Member Leave Requests by IDSearch
List Team Member Note TypesSearch
List Team MembersSearch
| 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 |
List TeamsSearch
Create a Team Member NoteAction
Create a Team Member Note TypeAction
| 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 |
Templates
Look for Charlie HR templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Breathe HR[2]Cloud HR software for employee records, leave, onboarding, and people management.
- BrioHRHR management platform for employee data, leave, payroll-ready records, and people operations.
- BuddyPunchEmployee time clock and attendance tracking for hourly teams.
- CalamariHR leave, attendance, and timesheet management for growing teams.
- Base.vnWorkplace suite for HR, requests, meetings, time off, and team operations.
References
- WEXTL® Charlie HR Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Charlie HR.
- WEXTL® visual workflow builder data.
Last updated: Jul 23, 2026 22:39
