STEP 1
Connect Charlie HR and Symplicity CSM
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 Symplicity CSM Integration
Keep Charlie HR and Symplicity CSM in sync by integrating their events and actions. When hr events happen in Charlie HR, update the Symplicity CSM automatically - without any line of code in visual workflow builder.
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Learn about Charlie HR and Symplicity CSM
Detailed info you need to know about Charlie HR and Symplicity CSM 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]
Symplicity CSM
Career services management for students, employers, and campus recruiting. [6]
How to connect Charlie HR to Symplicity CSM
Set up your Charlie HR and Symplicity CSM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and Symplicity CSM 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 Symplicity CSM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and Symplicity CSM work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and Symplicity CSM 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 triggersSymplicity CSM 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.
Symplicity CSM modules
- Batch Create JobsCreates multiple jobs in batch processing.
- Batch Create StudentsCreates multiple student records in a single operation.
- Batch Update ContactsUpdates multiple contacts in a batch process.
- Batch Update EmployerUpdates multiple employer records at once using batch processing.
- Batch Update JobsUpdates multiple jobs in a batch process.
- Batch Update Staff MemberUpdates multiple records of staff members.
- Batch Update StudentsUpdates multiple student records at once.
- Create a ContactCreates a new contact record.
- Create a JobCreates a job in the system.
- Create a Staff MemberCreates a new staff member in the system.
- Create a StudentCreates a student in the system.
- Create an EmployerCreates a new employer in the database or system.
- Create Contacts BatchCreates multiple contacts in a single operation.
- Create Employers in BatchCreates employers in batch mode, allowing multiple employers to be added at once.
- Create Staff MembersCreates multiple staff members in a batch process.
- Get a Calendar EventRetrieves details of a specific calendar event.
- Get a ContactRetrieves a contact from the specified service using a unique identifier.
- Get a FileRetrieves a file from the service.
- Get a JobRetrieves details of a specific job.
- Get a ReportRetrieves a specific report from the service.
- Get a Staff MemberRetrieves information about a specific staff member.
- Get a StudentRetrieves a student's details from the system using a unique identifier.
- Get an EmployerRetrieves information about a specific employer by ID.
- Get Calendar EventsRetrieves calendar events from a specified source.
- Get ContactsRetrieves a list of contacts from a specified service.
- Get EmployersRetrieves the list of employers.
- Get JobsRetrieves a list of jobs available in the system.
- Get Report Run DataRetrieves data from a specific report run.
- Get Report Run DetailsRetrieves details about a specific report run.
- Get Report Run StatusRetrieves the status of a report run to determine its current state or progress.
- Get Report RunsRetrieves report runs from the service.
- Get StaffRetrieves information about a staff member.
- Get StudentsRetrieves a list of students from the service.
- Make an API CallPerforms an arbitrary authorized API call.
- Run a ReportExecutes a report based on the specified parameters.
- Update a ContactUpdates a contact in the specified directory or contact list.
- Update a JobUpdates a job entry with new information in the system.
- Update a Staff MemberUpdates a staff member's information in the system.
- Update a StudentUpdates a student's information in the database.
- Update an EmployerUpdates an employer record with new information.
- Watch Calendar EventsTriggers when a new event is added to the calendar.
- Watch ContactsTriggers when a new contact is added.
- Watch EmployersTriggers when new employers are added or existing employers update their information.
- Watch JobsTriggers when a new job is available.
- Watch ReportsTriggers when a new report is created.
- Watch StaffTriggers when new staff data is available.
- Watch StudentsTriggers when a new student is added or an existing student's status changes.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and Symplicity CSM 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 Symplicity CSM.
Connect your Charlie HR and Symplicity CSM 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 "Batch Create Jobs" in Symplicity CSM. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); Symplicity CSM has 40 actions (including Batch Create Jobs, Batch Create Students, and Batch Update Contacts). 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-Symplicity CSM 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 Symplicity CSM) 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 + Symplicity CSM 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 Symplicity CSM integration.
- Charlie HR and Symplicity CSM integration source code, module specs and credentials implementation.
- Our Charlie HR and Symplicity CSM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and Symplicity CSM — 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
- Symplicity CSM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library