STEP 1
Connect Charlie HR and Sapling
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 Sapling Integration
Build hr workflows between Charlie HR and Sapling 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.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Charlie HR and Sapling
Detailed info you need to know about Charlie HR and Sapling 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 Sapling
Set up your Charlie HR and Sapling integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and Sapling 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 Sapling. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and Sapling work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and Sapling 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 triggersSapling 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.
Sapling modules
- Accept an Edit SuggestionRecords that an edit suggestion from Sapling AI was accepted to improve future suggestions.
- Accept CompletionRecords that an autocomplete suggestion from Sapling AI was accepted so the system can improve future predictions.
- Add a Dictionary EntryAdds a word to the Sapling AI custom dictionary so it is ignored during grammar and spell checking.
- Add a Team Dictionary EntryAdds a custom term to a Sapling team's dictionary so that it is ignored by grammar and spell-checking suggestions for all team members.
- Add a Team UserAdds or invites one or more users to a Sapling team.
- Analyze SentimentAnalyzes the sentiment of text using Sapling AI and returns overall sentiment as well as sentence-level sentiment scores.
- Analyze Text StatisticsComputes text statistics such as word count, sentence count, reading time, and readability scores using Sapling AI.
- Bulk Remove Team UsersRemoves multiple users from a Sapling team by providing a list of email addresses.
- Check GrammarChecks text for grammar, spelling, and stylistic issues using Sapling AI.
- Check SpellingChecks text for spelling mistakes and suggests corrections using Sapling AI.
- Chunk HTMLExtracts text from HTML and splits it into smaller chunks using Sapling AI.
- Chunk TextSplits text into smaller chunks based on a maximum length using Sapling AI.
- Create a Custom FilterCreates a custom filter rule in Sapling AI to suppress specific edit suggestions.
- Create a Custom MappingCreates a custom mapping rule in Sapling AI to enforce specific text replacements or capitalization.
- Create a Semantic Search EntryCreates a document entry in Sapling AI’s semantic search index.
- Create a TeamCreates a new team within a Sapling organization.
- Create a Team Custom FilterCreates a custom filter rule for a Sapling team to suppress specific edit suggestions.
- Create a Team Custom MappingCreates a custom mapping rule for a Sapling team to enforce specific corrections or capitalization across all team members.
- Create a UserCreates a new Sapling user account. This action requires superuser privileges and allows administrators to provision accounts directly through the API.
- Delete a Custom FilterDeletes a custom filter rule from Sapling AI.
- Delete a Dictionary EntryDeletes a word from the Sapling AI custom dictionary.
- Delete a Semantic Search EntryDeletes a document entry from Sapling AI’s semantic search index.
- Delete a TeamDeletes a team from a Sapling organization.
- Delete a Team Custom FilterDeletes a custom filter rule from a Sapling team.
- Delete a Team Custom MappingDeletes a custom mapping rule from a Sapling team.
- Delete a Team Dictionary EntryDeletes a custom term from a Sapling team's dictionary.
- Delete a Team UserRemoves a user from a Sapling team using the team user ID.
- Delete a Team User InviteDeletes an outstanding invitation for a user to join a Sapling team.
- Delete a UserDeletes a user account from the Sapling deployment.
- Delete Custom MappingDeletes a custom mapping rule from Sapling AI.
- Detect AI-Generated TextAnalyzes text using Sapling AI to estimate the probability that it was generated by an AI model. Returns overall probability, sentence-level scores, and token-level probabilities.
- Detect ProfanityChecks text for profanity and returns a label for each detected token using Sapling AI.
- Detect ToneAnalyzes the emotional tone of text using Sapling AI and returns overall tone probabilities as well as tone predictions for each sentence.
- Evaluate Text QualityComputes a quality score for text using Sapling AI. The score reflects how grammatically natural and unsurprising the text appears to the model.
- Extract Text from a DOCXExtracts plain text from a DOCX document using Sapling AI.
- Extract Text from TextExtracts plain text from a PDF document using Sapling AI.
- Find Similar TermsFinds semantically similar words and synonyms for a given term using Sapling AI.
- Generate a Text CompletionGenerates a text completion based on the provided context using Sapling AI.
- Generate Alternative Phrasings of TextGenerates alternative phrasings of text using Sapling AI.
- Get API Endpoint UsageRetrieves API usage statistics grouped by endpoint over a specified time period.
- Get API Quota UsageRetrieves API quota and usage statistics for a specified time period.
- Get API User ActivityRetrieves user activity statistics for Sapling API usage over a specified time period.
- Get Organization UsageRetrieves usage statistics for teams within a Sapling organization.
- Get Team UsersRetrieves users and pending invitations for a Sapling team.
- Get User CountsRetrieves the total number of users in the Sapling deployment and the number of users currently assigned to teams. Requires superuser privileges.
- List Custom FiltersLists custom filter rules configured in Sapling AI.
- List Custom MappingsLists custom mapping rules configured in Sapling AI.
- List Dictionary EntriesLists custom dictionary entries configured in Sapling AI.
- List Document ReportingRetrieves document-level editing activity statistics for a Sapling team.
- List Non-team UsersRetrieves users in the Sapling deployment who are not currently associated with any team.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and Sapling 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 Sapling.
Connect your Charlie HR and Sapling 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 an Edit Suggestion" in Sapling. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); Sapling has 64 actions (including Accept an Edit Suggestion, Accept Completion, and Add a Dictionary Entry). 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-Sapling 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 Sapling) 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 + Sapling 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 Sapling integration.
- Charlie HR and Sapling integration source code, module specs and credentials implementation.
- Our Charlie HR and Sapling integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and Sapling — 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
- Sapling integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library