STEP 1
Connect Charlie HR and PrismHR
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 PrismHR Integration
Connect Charlie HR and PrismHR to automate hr workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Charlie HR and PrismHR
Detailed info you need to know about Charlie HR and PrismHR 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 PrismHR
Set up your Charlie HR and PrismHR integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and PrismHR 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 PrismHR. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and PrismHR work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and PrismHR 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 triggersPrismHR 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.
PrismHR modules
- Accept a TimesheetAccepts a submitted timesheet for approval or further processing.
- Add a Pending BillAdds a pending bill to the system.
- Add Employee AbsenceAdds an absence record for an employee.
- Adjust PTOAdjusts total PTO hours for an employee.
- Approve or Deny a PTO RequestAllows a manager to approve or deny a PTO (Paid Time Off) request from an employee.
- Calculate a Manual CheckCalculates a manual check for payroll processing.
- Cancel a PTO RequestCancels a PTO request for a specific user.
- Cancel an ImportCancels an import process that is currently in progress or pending.
- Commit EmployeesSaves changes made to the list of employees in the system.
- Create a ClientCreates a new client in the system.
- Create a Job ApplicantCreates a job applicant for a specific position.
- Create a Prism Client ContactCreates a client contact in Prism.
- Create Payroll BatchesCreates payroll batches for processing employee salaries and wages.
- Create Payroll ScheduleCreates a payroll schedule for processing payments.
- Delete a Manual CheckDeletes a manual check from the system.
- Delete a Pending BillDeletes a pending bill from the system.
- Get a Payroll ScheduleRetrieves the payroll schedule for a specific entity.
- Get a Pending BillRetrieves a pending bill for a specific account or user.
- Get an Absence JournalRetrieves an absence journal.
- Get an EmployeeRetrieves details about a specific employee.
- Get Bulk Outstanding InvoicesRetrieves a list of all outstanding invoices in bulk.
- Get ClientsRetrieves all clients.
- Get Document TypesRetrieves all document types.
- Get Employee EventsRetrieves all employee events.
- Get EmployeesRetrieves all employees in the list.
- Get GL CodesRetrieves all GL Codes.
- Get GL DataRetrieves GL data from the service.
- Get GL Invoice DetailRetrieves detailed information about a specific GL invoice.
- Get Job ApplicantsRetrieves all job applicants.
- Get Manual ChecksRetrieves all manual checks.
- Get Onboard TasksRetrieves onboard tasks.
- Get Paid Time OffRetrieves the details of a paid time off record for an employee.
- Get Paid Time Off PlansRetrieves paid time off plans for a user.
- Get Payroll SummaryRetrieves a payroll summary for a specified period.
- Get Prism Client ContactsRetrieves all Prism client contacts.
- Get PTO RequestsRetrieves all PTO requests.
- Get Time Sheet DataRetrieves time sheet data for a specified user or period.
- Import EmployeesImports employee data into the system.
- Make an API CallPerforms an arbitrary authorized API call.
- Perform Onboarding ActionPerforms an onboarding action for a new user or employee in the system.
- Reactivate an EmployeeReactivates a previously inactive employee in the system.
- Reject a TimesheetRejects a timesheet in the system, notifying the user of the rejection.
- Remove an EmployeeRemoves an employee from the system.
- Request Leave of AbsenceRequests a leave of absence for an employee in the system.
- Request PTOSends a request for paid time off for approval.
- Terminate an EmployeeTerminates an employee's position within the organization.
- Update a Client ContactUpdates a contact for a Prism client.
- Update a Payroll ScheduleUpdates a payroll schedule for an organization.
- Update Client Master FieldsUpdates the client master fields with new or modified data.
- Update Direct DepositUpdates a direct deposit for an account.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and PrismHR 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 PrismHR.
Connect your Charlie HR and PrismHR 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 "Accept a Timesheet" in PrismHR. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); PrismHR has 54 actions (including Accept a Timesheet, Add a Pending Bill, and Add Employee Absence). 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-PrismHR 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 PrismHR) 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 + PrismHR 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 PrismHR integration.
- Charlie HR and PrismHR integration source code, module specs and credentials implementation.
- Our Charlie HR and PrismHR integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and PrismHR — 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
- PrismHR integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library