Real-time
Two-way sync
Changes in Bill or Outreach instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Outreach integration — real-time, two-way sync
Keep Bill and Outreach 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
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Bill and Outreach
Sync customers, invoices, and payment status between Bill and Outreach in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Outreach knows the relationship: who the contacts are and what is in motion with the account. Bill knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Bills, Vendors, Invoices, Customers in Bill to Users, Mailboxes, Prospects, Accounts in Outreach with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 02 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 03 Enroll leads in sequences automatically by writing sequence-state records when a lead crosses a scoring threshold in the warehouse.
- 04 Pull mailing, call, and task activity into a database for engagement analytics beyond native reports.
Common sync patterns
Payment status on the account
Invoice and payment status from Bill appears on the account in Outreach, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Outreach, Bill gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Outreach when chasing a balance, and sales sees that the chase is happening.
What you can sync between Bill and Outreach
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.
| Bill objects | Outreach objects | How this pairing syncs | |
|---|---|---|---|
| Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. | Opportunities Deal records used to tie engagement to pipeline outcomes | Invoices is specific to Bill and Opportunities to Outreach — each maps to any object or custom field on the other side. | |
| Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Users Seat holders used to resolve ownership on synced records | Customers is specific to Bill and Users to Outreach — each maps to any object or custom field on the other side. | |
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Mailboxes Connected sending accounts referenced when attributing outbound activity | Payments is specific to Bill and Mailboxes to Outreach — each maps to any object or custom field on the other side. | |
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Prospects The people being engaged; the main record kept in sync with the CRM | Chart of Accounts is specific to Bill and Prospects to Outreach — each maps to any object or custom field on the other side. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Accounts Companies grouping prospects, aligned with CRM account ownership | Bank Accounts is specific to Bill and Accounts to Outreach — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Sequences Multi-step cadences; synced as reference data for enrollment automation | Vendor Credits and Credit Memos is specific to Bill and Sequences to Outreach — each maps to any object or custom field on the other side. |
How changes propagate between Bill and Outreach
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.
Bill Outreach Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Outreach through its API, with automatic retries and rate-limit backoff.
Outreach Bill Sub-second propagation
DetectionOutreach notifies Stacksync of record changes through webhook events. Webhook subscriptions on resource create, update, and destroy events, plus polling.
DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
- Outreach: Subject to per-user hourly rate limits.
What ships with Bill ⇄ Outreach
Connect Bill and Outreach for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Outreach connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or Outreach 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 Bill or Outreach record.
Observability
Monitoring
Track your Bill ⇄ Outreach sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and Outreach.
How the Bill and Outreach connectors work
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
Outreach
- Integration surface
- REST API conforming to the JSON:API specification
- Authentication
- OAuth 2.0
- Change detection
- webhook subscriptions on resource create, update, and destroy events, plus polling
- Capabilities
- read · write · webhooks
- Rate limits
- subject to per-user hourly rate limits
How it works
How to connect Bill to Outreach — 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.
- 01
Connect your apps
Authenticate Bill and Outreach with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Bill
connected
Outreach
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and Outreach 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.
objects · Bill ⇄ OutreachCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Bill OutreachCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Outreach integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Outreach: authenticate both systems, choose the objects to sync (such as Bill's Invoices and Customers), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback. On Outreach: Webhook subscriptions on resource create, update, and destroy events, plus polling. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Bill side: Bills, Vendors, Invoices, Customers, plus custom fields where Bill exposes them. On the Outreach side: Users, Mailboxes, Prospects, Accounts. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Bill and Outreach: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Bill appears on the account in Outreach, so reps see overdue balances before they promise the next order.
-
Bill: REST/JSON (BILL v3 Connect API). Authentication: Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps. Outreach: REST API conforming to the JSON:API specification. Authentication: OAuth 2.0. Stacksync manages authentication, retries, and rate limits on both sides.
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
CSA STAR
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:
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