Requirements
To use Symplicity CSM on WEXTL you need an active account and an API access token from your account settings.[3]
Get your Symplicity CSM credentials
- Symplicity - SubdomaintextRequired
Enter your subdomain (e.g.,
[1]example-csmin https://example-csm.symplicity.com. Pasteexample-csmonly. - Symplicity - API TokenpasswordRequired
Please contact your Symplicity Help Desk at [email protected] to receive your token.
[1]
Connect Symplicity CSM in WEXTL
- Log in to your WEXTL account, add the Symplicity CSM node module to your workflow, and click Create new credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Symplicity CSM account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Symplicity CSM node modules
The list below is a reference of every Symplicity CSM node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Open any Symplicity CSM node module below to inspect its input parameters, outputs, and connection requirements.
Watch Calendar EventsTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Title | text |
| Description | text |
| Category | text |
| Date | date |
| Start time | time |
| End time | time |
| Location | text |
| External link | text |
Watch ContactsTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| Suffix | text |
| Title | text |
| text | |
| Imported ID | text |
| Phone | text |
| Cell phone | text |
| Fax | text |
| Website | text |
| Types | array |
| Block user emails | boolean |
| Block campaign emails | boolean |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Services | array |
Watch EmployersTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Name | text |
| Description | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | object |
| ID | text |
| Label | text |
| Parent | object |
| ID | text |
| Label | text |
| Link | text |
| Primary contact | object |
| ID | text |
| Label | text |
| Link | text |
| Account manager | object |
| ID | text |
| Label | text |
| Overview | text |
| Website | text |
| Industries | array |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Last modified | date |
Watch JobsTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Visual ID | number |
| Imported ID | text |
| Title | text |
| Description | text |
| Employer | object |
| ID | text |
| Label | text |
| Link | text |
| Contact | object |
| ID | text |
| Label | text |
| Link | text |
| Types | array |
| Remote job | boolean |
| Workplace type | object |
| ID | text |
| Label | text |
| Locations | array |
| Show contact information | boolean |
| Contact information | text |
| Posting date | date |
| Expiration date | date |
| Application deadline | date |
| Resume submission method | array |
| Resume submission email | text |
| How to apply | text |
Watch ReportsTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Description | text |
| Last run | date |
| Class name | text |
| Version | text |
Watch StaffTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| text | |
| Sso username | text |
| Locations | array |
| Email signature | text |
| External consultant | boolean |
| Accessible mode | boolean |
| Group membership | array |
| Rights | array |
| Affiliations | array |
| Last modified | date |
Watch StudentsTrigger
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| School student ID | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Preferred name | text |
| Gender | object |
| ID | text |
| Label | text |
| Username | text |
| text | |
| Permanent email | text |
| Phone | text |
| Birthdate | date |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Permanent address | object |
| ID | text |
| Label | text |
| Link | text |
| Alum | boolean |
| Account disabled | boolean |
| Account blocked | object |
| ID | text |
| Label | text |
| Counselors | array |
Get a Calendar EventAction
Get a ContactAction
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| Suffix | text |
| Title | text |
| text | |
| Imported ID | text |
| Phone | text |
| Cell phone | text |
| Fax | text |
| Website | text |
| Types | array |
| Block user emails | boolean |
| Block campaign emails | boolean |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Services | array |
Get a FileAction
| Field | Type |
|---|---|
IDRequired | text |
Get a JobAction
| Field | Type |
|---|---|
Jon IDRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Visual ID | number |
| Imported ID | text |
| Title | text |
| Description | text |
| Employer | object |
| ID | text |
| Label | text |
| Link | text |
| Contact | object |
| ID | text |
| Label | text |
| Link | text |
| Types | array |
| Remote job | boolean |
| Workplace type | object |
| ID | text |
| Label | text |
| Locations | array |
| Show contact information | boolean |
| Contact information | text |
| Posting date | date |
| Expiration date | date |
| Application deadline | date |
| Resume submission method | array |
| Resume submission email | text |
| How to apply | text |
Get a ReportSearch
Get a Staff MemberAction
| Field | Type |
|---|---|
Staff IDRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| text | |
| Sso username | text |
| Locations | array |
| Email signature | text |
| External consultant | boolean |
| Accessible mode | boolean |
| Group membership | array |
| Rights | array |
| Affiliations | array |
| Last modified | date |
Get a StudentAction
| Field | Type |
|---|---|
Students IDRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| School student ID | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Preferred name | text |
| Gender | object |
| ID | text |
| Label | text |
| Username | text |
| text | |
| Permanent email | text |
| Phone | text |
| Birthdate | date |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Permanent address | object |
| ID | text |
| Label | text |
| Link | text |
| Alum | boolean |
| Account disabled | boolean |
| Account blocked | object |
| ID | text |
| Label | text |
| Counselors | array |
Get an EmployerAction
| Field | Type |
|---|---|
Employer IDRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Name | text |
| Description | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | object |
| ID | text |
| Label | text |
| Parent | object |
| ID | text |
| Label | text |
| Link | text |
| Primary contact | object |
| ID | text |
| Label | text |
| Link | text |
| Account manager | object |
| ID | text |
| Label | text |
| Overview | text |
| Website | text |
| Industries | array |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Last modified | date |
Get Calendar EventsSearch
Get ContactsSearch
| Field | Type |
|---|---|
KeywordsRequired | text |
| Last Modified | array |
| Date | text |
| Sort | text |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| Suffix | text |
| Title | text |
| text | |
| Imported ID | text |
| Phone | text |
| Cell phone | text |
| Fax | text |
| Website | text |
| Types | array |
| Block user emails | boolean |
| Block campaign emails | boolean |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Services | array |
Get EmployersSearch
| Field | Type |
|---|---|
KeywordsRequired | text |
Active EmployersRequired | choice |
| Last Modified | array |
| Date | text |
| Sort | text |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Name | text |
| Description | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | object |
| ID | text |
| Label | text |
| Parent | object |
| ID | text |
| Label | text |
| Link | text |
| Primary contact | object |
| ID | text |
| Label | text |
| Link | text |
| Account manager | object |
| ID | text |
| Label | text |
| Overview | text |
| Website | text |
| Industries | array |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Last modified | date |
Get JobsSearch
| Field | Type |
|---|---|
| Keywords | text |
| Last Modified | array |
| Date | date |
| Sort | text |
| Statistics | boolean |
| Include OCR Data | boolean |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Visual ID | number |
| Imported ID | text |
| Title | text |
| Description | text |
| Employer | object |
| ID | text |
| Label | text |
| Link | text |
| Contact | object |
| ID | text |
| Label | text |
| Link | text |
| Types | array |
| Remote job | boolean |
| Workplace type | object |
| ID | text |
| Label | text |
| Locations | array |
| Show contact information | boolean |
| Contact information | text |
| Posting date | date |
| Expiration date | date |
| Application deadline | date |
| Resume submission method | array |
| Resume submission email | text |
| How to apply | text |
Get Report Run DataAction
| Field | Type |
|---|---|
IDRequired | choice |
Data FormatRequired | choice |
Get Report Run DetailsAction
Get Report Run StatusAction
Get Report RunsSearch
Get StaffSearch
| Field | Type |
|---|---|
| Keywords | text |
| Last Modified | array |
| Date | date |
| Sort | text |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| text | |
| Sso username | text |
| Locations | array |
| Email signature | text |
| External consultant | boolean |
| Accessible mode | boolean |
| Group membership | array |
| Rights | array |
| Affiliations | array |
| Last modified | date |
Get StudentsSearch
| Field | Type |
|---|---|
| Keywords | text |
| Last Modified | array |
| Date | date |
| Sort | text |
| Limit | number |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| School student ID | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Preferred name | text |
| Gender | object |
| ID | text |
| Label | text |
| Username | text |
| text | |
| Permanent email | text |
| Phone | text |
| Birthdate | date |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Permanent address | object |
| ID | text |
| Label | text |
| Link | text |
| Alum | boolean |
| Account disabled | boolean |
| Account blocked | object |
| ID | text |
| Label | text |
| Counselors | array |
Batch Create JobsAction
| Field | Type |
|---|---|
| Jobs | array |
TitleRequired | text |
DescriptionRequired | text |
EmployerRequired | choice |
ContactRequired | choice |
Posting DateRequired | date |
LocationsRequired | array |
Expiration DateRequired | date |
Annually RecurringRequired | boolean |
Restrict ApplicantsRequired | boolean |
TypesRequired | choice |
| Field | Type |
|---|---|
| ID | text |
| Status | text |
| Total | number |
| Class name | text |
| Results URL | text |
Batch Create StudentsAction
Batch Update ContactsAction
Batch Update EmployerAction
Batch Update JobsAction
Batch Update Staff MemberAction
Batch Update StudentsAction
Create a ContactAction
| Field | Type |
|---|---|
EmailRequired | |
EmployerRequired | choice |
| Salutation | text |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| Title | text |
| Phone | text |
| Fax | text |
| Cell Phone | text |
| Types | choice |
| Suffix | text |
| Website | url |
| Employer Description | text |
| Address | object |
| Street | text |
| City | text |
| State | text |
| Zip | number |
| Country | text |
| Services | choice |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| Suffix | text |
| Title | text |
| text | |
| Imported ID | text |
| Phone | text |
| Cell phone | text |
| Fax | text |
| Website | text |
| Types | array |
| Block user emails | boolean |
| Block campaign emails | boolean |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Services | array |
Create a JobAction
| Field | Type |
|---|---|
TitleRequired | text |
DescriptionRequired | text |
EmployerRequired | choice |
ContactRequired | choice |
Posting DateRequired | date |
LocationsRequired | array |
Expiration DateRequired | date |
Annually RecurringRequired | boolean |
Restrict ApplicantsRequired | boolean |
TypesRequired | choice |
| Application Deadline | date |
| Approved | boolean |
| Approval Date | date |
| Graduation Date Start | date |
| Graduation Date End | date |
| Resume Submission Method | choice |
| Resume Submission Email | |
| How to Apply | text |
| Is OCR | boolean |
| Blind Posting | boolean |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Visual ID | number |
| Imported ID | text |
| Title | text |
| Description | text |
| Employer | object |
| ID | text |
| Label | text |
| Link | text |
| Contact | object |
| ID | text |
| Label | text |
| Link | text |
| Types | array |
| Remote job | boolean |
| Workplace type | object |
| ID | text |
| Label | text |
| Locations | array |
| Show contact information | boolean |
| Contact information | text |
| Posting date | date |
| Expiration date | date |
| Application deadline | date |
| Resume submission method | array |
| Resume submission email | text |
| How to apply | text |
Create a Staff MemberAction
| Field | Type |
|---|---|
EmailRequired | |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| SSO Username | text |
| Email Signature | text |
| External Consultant | boolean |
| Accessible Mode | boolean |
| Locations | choice |
| Group Membership | choice |
| Affiliations | choice |
| Rights | choice |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| text | |
| Sso username | text |
| Locations | array |
| Email signature | text |
| External consultant | boolean |
| Accessible mode | boolean |
| Group membership | array |
| Rights | array |
| Affiliations | array |
| Last modified | date |
Create a StudentAction
| Field | Type |
|---|---|
EmailRequired | |
| School Student ID | text |
| First Name | text |
| Last Name | text |
| Username | text |
| Permanent Email | |
| Phone | text |
| Birthdate | date |
| Address | object |
| Street | text |
| City | text |
| State | text |
| Zip | number |
| Country | text |
| Permanent Address | object |
| Street | text |
| City | text |
| State | text |
| Country | text |
| Alum | boolean |
| Account Disabled | boolean |
| Account Blocked | boolean |
| Counselors | choice |
| GPA | number |
| Majors | choice |
| Minors | choice |
| Class Level | choice |
| Degree Level | choice |
| Work Authorization | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| School student ID | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Preferred name | text |
| Gender | object |
| ID | text |
| Label | text |
| Username | text |
| text | |
| Permanent email | text |
| Phone | text |
| Birthdate | date |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Permanent address | object |
| ID | text |
| Label | text |
| Link | text |
| Alum | boolean |
| Account disabled | boolean |
| Account blocked | object |
| ID | text |
| Label | text |
| Counselors | array |
Create an EmployerAction
| Field | Type |
|---|---|
NameRequired | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | choice |
| Parent ID | text |
| Overview | text |
| Website | url |
| Industries | choice |
| Account Manager ID | choice |
| Address | object |
| Street | text |
| State | text |
| Country | text |
| ZIP Code | text |
| City | text |
| Dependent Locality | text |
| Primary Contact | object |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| Title | text |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Name | text |
| Description | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | object |
| ID | text |
| Label | text |
| Parent | object |
| ID | text |
| Label | text |
| Link | text |
| Primary contact | object |
| ID | text |
| Label | text |
| Link | text |
| Account manager | object |
| ID | text |
| Label | text |
| Overview | text |
| Website | text |
| Industries | array |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Last modified | date |
Create Contacts BatchAction
Create Employers in BatchAction
Create Staff MembersAction
Make an API Calluniversal
Run a ReportAction
Update a ContactAction
| Field | Type |
|---|---|
Contact IDRequired | choice |
| Employer | choice |
| Salutation | text |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| Title | text |
| Phone | text |
| Fax | text |
| Cell Phone | text |
| Types | choice |
| Suffix | text |
| Website | url |
| Employer Description | text |
| Address | object |
| Street | text |
| City | text |
| State | text |
| Zip | number |
| Country | text |
| Services | choice |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Salutation | text |
| Suffix | text |
| Title | text |
| text | |
| Imported ID | text |
| Phone | text |
| Cell phone | text |
| Fax | text |
| Website | text |
| Types | array |
| Block user emails | boolean |
| Block campaign emails | boolean |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Services | array |
Update a JobAction
| Field | Type |
|---|---|
Job IDRequired | choice |
| Title | text |
| Description | text |
| Employer | choice |
| Contact | choice |
| Posting Date | date |
LocationsRequired | array |
| Expiration Date | date |
| Annually Recurring | boolean |
| Restrict Applicants | boolean |
| Types | choice |
| Application Deadline | date |
| Approved | boolean |
| Approval Date | date |
| Graduation Date Start | date |
| Graduation Date End | date |
| Resume Submission Method | choice |
| Resume Submission Email | |
| How to Apply | text |
| Is OCR | boolean |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Visual ID | number |
| Imported ID | text |
| Title | text |
| Description | text |
| Employer | object |
| ID | text |
| Label | text |
| Link | text |
| Contact | object |
| ID | text |
| Label | text |
| Link | text |
| Types | array |
| Remote job | boolean |
| Workplace type | object |
| ID | text |
| Label | text |
| Locations | array |
| Show contact information | boolean |
| Contact information | text |
| Posting date | date |
| Expiration date | date |
| Application deadline | date |
| Resume submission method | array |
| Resume submission email | text |
| How to apply | text |
Update a Staff MemberAction
| Field | Type |
|---|---|
Staff IDRequired | choice |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| SSO Username | text |
| Email Signature | text |
| External Consultant | boolean |
| Accessible Mode | boolean |
| Locations | choice |
| Group Membership | choice |
| Affiliations | choice |
| Rights | choice |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| text | |
| Sso username | text |
| Locations | array |
| Email signature | text |
| External consultant | boolean |
| Accessible mode | boolean |
| Group membership | array |
| Rights | array |
| Affiliations | array |
| Last modified | date |
Update a StudentAction
| Field | Type |
|---|---|
Students IDRequired | choice |
| School Student ID | text |
| First Name | text |
| Last Name | text |
| Username | text |
| Permanent Email | |
| Phone | text |
| Birthdate | date |
| Address | object |
| Street | text |
| City | text |
| State | text |
| Zip | number |
| Country | text |
| Permanent Address | object |
| Street | text |
| City | text |
| State | text |
| Country | text |
| Alum | boolean |
| Account Disabled | boolean |
| Account Blocked | boolean |
| Counselors | choice |
| GPA | number |
| Majors | choice |
| Minors | choice |
| Class Level | choice |
| Degree Level | choice |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| School student ID | text |
| Full name | text |
| First name | text |
| Middle name | text |
| Last name | text |
| Preferred name | text |
| Gender | object |
| ID | text |
| Label | text |
| Username | text |
| text | |
| Permanent email | text |
| Phone | text |
| Birthdate | date |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Permanent address | object |
| ID | text |
| Label | text |
| Link | text |
| Alum | boolean |
| Account disabled | boolean |
| Account blocked | object |
| ID | text |
| Label | text |
| Counselors | array |
Update an EmployerAction
| Field | Type |
|---|---|
Employer IDRequired | choice |
| Name | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | choice |
| Parent ID | text |
| Overview | text |
| Website | url |
| Industries | choice |
| Account Manager ID | choice |
| Address | object |
| Street | text |
| State | text |
| Country | text |
| ZIP Code | text |
| City | text |
| Dependent Locality | text |
| Primary Contact | object |
| First Name | text |
| Middle Name | text |
| Last Name | text |
| Title | text |
| Custom Fields | array |
| Field | choice |
| Value | text |
| Field | Type |
|---|---|
| ID | text |
| Label | text |
| Name | text |
| Description | text |
| Alias | text |
| Imported ID | text |
| Tax ID | text |
| Type | object |
| ID | text |
| Label | text |
| Parent | object |
| ID | text |
| Label | text |
| Link | text |
| Primary contact | object |
| ID | text |
| Label | text |
| Link | text |
| Account manager | object |
| ID | text |
| Label | text |
| Overview | text |
| Website | text |
| Industries | array |
| Address | object |
| ID | text |
| Label | text |
| Link | text |
| Last modified | date |
Templates
Look for Symplicity CSM templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Breathe HR[2]Cloud HR software for employee records, leave, onboarding, and people management.
- Base.vnWorkplace suite for HR, requests, meetings, time off, and team operations.
- CalamariHR leave, attendance, and timesheet management for growing teams.
- BrioHRHR management platform for employee data, leave, payroll-ready records, and people operations.
- BuddyPunchEmployee time clock and attendance tracking for hourly teams.
References
- WEXTL® Symplicity CSM Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Symplicity CSM.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12