STEP 1
Connect Charlie HR and Workyard
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 Workyard Integration
Build hr workflows between Charlie HR and Workyard 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 Workyard
Detailed info you need to know about Charlie HR and Workyard 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 Workyard
Set up your Charlie HR and Workyard integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and Workyard 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 Workyard. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and Workyard work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and Workyard 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 triggersWorkyard 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.
Workyard modules
- Approve a Time CardApproves a time card for a specific employee.
- Approve Time CardsApproves a list of time cards.
- Create a Cost CodeCreates a new cost code.
- Create a CustomerCreates a new customer.
- Create a File AttachmentCreates a file attachment via a downloadable file URL.
- Create a Form SubmissionCreates a submission for a given form.
- Create a GeofenceCreates a new geofence.
- Create a Multi-Part UploadCreates a file attachment via a multi-part upload.
- Create a ProjectCreates a new project.
- Create a TaskCreates a new task.
- Create a Task NoteCreates a task note in the system.
- Create a Time Card NoteCreates a time card note for a specific entry.
- Create or Update Multiple Checklist ItemsBulk creates or updates task checklist items.
- Create or Update Task EmployeesBulk creates or updates task employees as assignees or watchers.
- Delete a CustomerDeletes a customer record from the system.
- Delete a GeofenceDeletes a geofence from the system.
- Delete a ProjectDeletes a project.
- Delete a TagDeletes a tag from the system.
- Delete a TaskDeletes a task from a specified project or list.
- Delete a Task ChecklistDeletes a task checklist.
- Delete a Time CardDeletes a time card note.
- Delete Task EmployeesDeletes task employees in bulk, whether they are assignees or watchers.
- Enable or Disable an EmployeeEnables or disables an employee.
- Get a Form SubmissionRetrieves a form submission by ID.
- Get a ProjectRetrieves a specific project by its ID.
- Get a Smart FormRetrieves a specific form.
- Get a Time Off RequestRetrieves a specific time off request.
- Get an OrganizationRetrieves a specific organization.
- Get Time Card Activity SegmentsRetrieves time card activity segments.
- Get Time Cards and Segment ActivitiesReturns time cards and activity segments.
- Invite an EmployeeInvites an employee to the system.
- List Active GeofencesReturns all active geofences with limited data.
- List Cost CodesRetrieves cost codes.
- List CustomersRetrieves a list of customers.
- List EmployeesRetrieves a list of employees in an organization with the option to apply filters.
- List Form SubmissionsLists submissions for a given form.
- List Geofence ProjectsLists projects for a geofence.
- List GeofencesRetrieves a list of geofences.
- List OrganizationsRetrieves a list of organizations.
- List Project TasksLists tasks for a project.
- List ProjectsRetrieves a list of projects.
- List Smart FormsRetrieves forms from the service.
- List TagsRetrieves tags from the service.
- List Task ActivityGets the paginated activity feed (task logs and task notes) for a task.
- List Task ChecklistsRetrieves a list of task checklists from the service for review or analysis.
- List TasksRetrieves a list of tasks.
- List Time ApproversRetrieves a list of time approvers in the system.
- List Time CardsRetrieves a list of time cards.
- List Time Off RequestsRetrieves time off requests.
- Make an API CallPerforms an authorized request to the specified API endpoint.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and Workyard 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 Workyard.
Connect your Charlie HR and Workyard 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 "Approve a Time Card" in Workyard. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); Workyard has 65 actions (including Approve a Time Card, Approve Time Cards, and Create a Cost Code). 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-Workyard 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 Workyard) 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 + Workyard 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 Workyard integration.
- Charlie HR and Workyard integration source code, module specs and credentials implementation.
- Our Charlie HR and Workyard integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and Workyard — 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
- Workyard integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library