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AI ⇄ Business productivity

Autopilot to NextGen Healthcare integration — real-time, two-way sync

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

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Autopilot and NextGen Healthcare

Feed NextGen Healthcare's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in NextGen Healthcare, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting NextGen Healthcare's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Medications & Allergies, Lab Results, Insurance / Coverage, Charges & Billing from NextGen Healthcare into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Contacts, Lists, Custom Fields, Smart Segments, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in NextGen Healthcare. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 02 Mirror List and Smart Segment membership into a warehouse to power attribution and audience analytics alongside other sources.
  • 03 Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • 04 Keep provider directories consistent between the EHR, the website, and scheduling tools.

Common sync patterns

Build a retrieval corpus from NextGen Healthcare's records

Records, tickets, messages, or events from NextGen Healthcare sync into Autopilot so they can be indexed, embedded, or retrieved as context, without a hand-built extraction job.

Keep the model's knowledge current

As records change in NextGen Healthcare, the synced copy in Autopilot updates within seconds, so retrieval and generation reason over live data rather than a stale export.

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in NextGen Healthcare, so the team acts on them in the tool they already use.

What you can sync between Autopilot and NextGen Healthcare

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.

Autopilot objects NextGen Healthcare objects How this pairing syncs
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. Journeys (Triggers) is specific to Autopilot and Medications & Allergies to NextGen Healthcare — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Lab Results Result data read for patient-facing portals and analytics. Activities is specific to Autopilot and Lab Results to NextGen Healthcare — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. Contacts is specific to Autopilot and Insurance / Coverage to NextGen Healthcare — each maps to any object or custom field on the other side.
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Charges & Billing Practice-management financial data synced for revenue-cycle analytics. Lists is specific to Autopilot and Charges & Billing to NextGen Healthcare — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Patients Demographic records synced to CRMs and engagement tools for outreach and intake. Custom Fields is specific to Autopilot and Patients to NextGen Healthcare — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting. Smart Segments is specific to Autopilot and Appointments to NextGen Healthcare — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and NextGen Healthcare

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.

Autopilot NextGen Healthcare Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

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

NextGen Healthcare Autopilot Interval-based propagation

DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.

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

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
  • NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
What ships with Autopilot ⇄ NextGen Healthcare

Connect Autopilot and NextGen Healthcare for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Autopilot–NextGen Healthcare connection.

Real-time

Two-way sync

Changes in Autopilot or NextGen Healthcare instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or NextGen Healthcare 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 Autopilot or NextGen Healthcare record.

Observability

Monitoring

Track your Autopilot ⇄ NextGen Healthcare sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and NextGen Healthcare.

How the Autopilot and NextGen Healthcare connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Autopilot to NextGen Healthcare — 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 Autopilot and NextGen Healthcare 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
    Autopilot connected
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Autopilot and NextGen Healthcare 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 · Autopilot ⇄ NextGen Healthcare
    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
    Autopilot NextGen Healthcare
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Autopilot and NextGen Healthcare 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 343 integrations available for Autopilot and NextGen Healthcare.

Popular · 6 of 343
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