STEP 1
Connect Charlie HR and HomeBase
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Charlie HR and HomeBase Integration
Build hr workflows between Charlie HR and HomeBase on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Charlie HR and HomeBase
Detailed info you need to know about Charlie HR and HomeBase integrations in WEXTL. Explore which modules apps support and how you connect them.
Charlie HR
HR admin for team members, leave, salaries, and company records. [5]
How to connect Charlie HR to HomeBase
Set up your Charlie HR and HomeBase integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and HomeBase nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Charlie HR and HomeBase. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and HomeBase work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and HomeBase that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Charlie HR triggersHomeBase actions
Charlie HR modules
- 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.
- 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.
- List Team MembersRetrieves all of the authenticated company's team members.
- List TeamsRetrieves a list of teams that belong to the authenticated company.
- Make an API CallPerforms an arbitrary API call.
- 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.
HomeBase modules
- Create a LocationCreates a new location.
- Create a Location SaleCreates a new sales record for a location.
- Create an EmployeeCreates a new employee.
- Get a LocationRetrieves details for a specific location.
- Get a Location PlanRetrieves location plan details.
- Get a ShiftRetrieves details for a specific shift.
- Get a TimecardRetrieves details for a specific timecard.
- Get an EmployeeRetrieves details for an employee by ID.
- Get Labor OperationsRetrieves aggregate labor operations for a given location grouped by employee.
- Get Labor OperationsRetrieves aggregate labor operations for a given location grouped by hour or day.
- Get Labor OperationsRetrieves aggregate labor operations for a given location grouped by role.
- List LocationsRetrieves locations from an account.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Deleted ShiftsSearches for deleted shift entries.
- Search Deleted TimecardsSearches for deleted timecard entries.
- Search EmployeesRetrieves a list of employees from an account.
- Search ShiftsSearches for shift entries.
- Search TimecardsSearches for timecard entries.
- Update an EmployeeUpdates an existing employee's details.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and HomeBase integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Charlie HR and HomeBase.
Connect your Charlie HR and HomeBase accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Charlie HR's "Watch Leave Allowances" fires, WEXTL can "Create a Location" in HomeBase. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); HomeBase has 19 actions (including Create a Location, Create a Location Sale, and Create an Employee). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Charlie HR-to-HomeBase automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Charlie HR (or HomeBase) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Charlie HR + HomeBase automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Charlie HR and HomeBase integration.
- Charlie HR and HomeBase integration source code, module specs and credentials implementation.
- Our Charlie HR and HomeBase integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and HomeBase — 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.
- Charlie HR integration information
- HomeBase integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library