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Security and identity ⇄ CRM

Auth0 to DealCloud integration — real-time, two-way sync

Keep Auth0 and DealCloud in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Auth0 and DealCloud

Keep the people DealCloud and Auth0 both track in agreement in real time: the internal users who own records in DealCloud, and the customer login accounts in Auth0.

A CRM and an identity system usually describe different populations. DealCloud tracks customers, contacts, and the deals in motion; Auth0 governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in DealCloud are the same employees Auth0 provisions and disables, and when Auth0 also runs the login accounts for your product, the customers in DealCloud are the same users Auth0 authenticates. Left unconnected, a departure in Auth0 leaves stale ownership sitting in DealCloud, and a signup in Auth0 never reaches the account it belongs to.

Stacksync syncs Task, User, Deal, Company in DealCloud with Connections, Clients (Applications), Resource Servers (APIs), Log Events in Auth0 in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
  • 02 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
  • 03 Provision and deprovision Users and Organization Members from an HRIS or CRM — create accounts and assign Roles on hire, delete on offboarding.
  • 04 Replicate Roles and Resource Server scopes into a database to audit which Users hold which permissions across every Application.

Common sync patterns

Where a closed deal should provision access: DealCloud drives Auth0

A won or activated customer in DealCloud can create or update the corresponding user or account in Auth0, so provisioning starts from the CRM record instead of a separate ticket.

Where Auth0 governs your workforce: CRM users kept current

New employees in Auth0 become active users in DealCloud with the right role, and group or department changes update their access and team, so the CRM's user list matches the directory without an admin re-keying it.

Deactivation and record hand-off

When someone is disabled in Auth0, the matching user in DealCloud is deactivated too, and the accounts, contacts, and deals they owned are flagged for reassignment, so nothing goes unattended after they leave.

What you can sync between Auth0 and DealCloud

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Auth0 objects DealCloud objects How this pairing syncs
Users Core identity records with profile fields plus user_metadata and app_metadata; synced two-way (create, update, delete) via /api/v2/users. Credentials are never returned. User Synced with incremental and full sync. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Clients (Applications) Registered applications and their metadata under /api/v2/clients; mirrored to a database for app and credential inventories. Company Synced with incremental and full sync. Clients (Applications) is specific to Auth0 and Company to DealCloud — each maps to any object or custom field on the other side.
Resource Servers (APIs) API definitions and their scopes; synced so permission catalogs used for access reviews stay current. Contact Synced with incremental and full sync. Resource Servers (APIs) is specific to Auth0 and Contact to DealCloud — each maps to any object or custom field on the other side.
Log Events Tenant events (logins, signups, failed logins, admin changes) from /api/v2/logs; read-only, streamed into a warehouse for security analytics. Fund Synced with incremental and full sync. Log Events is specific to Auth0 and Fund to DealCloud — each maps to any object or custom field on the other side.
Roles RBAC role definitions and their permissions; synced with a database to audit which users hold which access, and assigned to Users from either side. Investment Synced with incremental and full sync. Roles is specific to Auth0 and Investment to DealCloud — each maps to any object or custom field on the other side.
Organizations B2B customer tenants under /api/v2/organizations; synced two-way with a CRM or customer database to keep account records aligned with Auth0 orgs. Relationship Synced with incremental and full sync. Organizations is specific to Auth0 and Relationship to DealCloud — each maps to any object or custom field on the other side.

How changes propagate between Auth0 and DealCloud

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Auth0 DealCloud Sub-second propagation

DetectionAuth0 notifies Stacksync of record changes through webhook events. Event Streams and Log Streams deliver near-real-time user.created/updated/deleted and tenant events to a custom webhook or Amazon EventBridge.

DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.

DealCloud Auth0 Interval-based propagation

DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.

DeliveryEach detected change is written to Auth0 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Auth0: Per-tenant limit of about 15 Management API requests/second (bursts to 50) on paid tenants; X-RateLimit-* headers and HTTP 429 signal throttling.
  • DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Auth0 ⇄ DealCloud

Connect Auth0 and DealCloud for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Auth0–DealCloud connection.

Real-time

Two-way sync

Changes in Auth0 or DealCloud instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Auth0 or DealCloud data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Auth0 or DealCloud record.

Observability

Monitoring

Track your Auth0 ⇄ DealCloud sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Auth0 and DealCloud.

How the Auth0 and DealCloud connectors work

Auth0

Integration surface
Management API v2 (REST); Authentication API issues the access token
Authentication
OAuth 2.0 client credentials from a machine-to-machine application; scoped Bearer JWT where each operation needs its own scope (e.g. read:users, create:users, update:users) or returns 403
Change detection
Event Streams and Log Streams deliver near-real-time user.created/updated/deleted and tenant events to a custom webhook or Amazon EventBridge; polling falls back to the Get Users search filtered on updated_at
Capabilities
read · write · webhooks
Rate limits
Per-tenant limit of about 15 Management API requests/second (bursts to 50) on paid tenants; X-RateLimit-* headers and HTTP 429 signal throttling

DealCloud

Integration surface
REST API (DealCloud Data API v2)
Authentication
OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
Change detection
Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
Capabilities
read · write
Rate limits
API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
How it works

How to connect Auth0 to DealCloud — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Auth0 and DealCloud with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Auth0 connected
    DealCloud connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Auth0 and DealCloud objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Auth0 ⇄ DealCloud
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Auth0 DealCloud
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Auth0 and DealCloud integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 420 integrations available for Auth0 and DealCloud.

Popular · 7 of 420
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