Real-time
Two-way sync
Changes in Box or DealCloud instantly reflect in both systems. No stale data, no manual imports.
Storage ⇄ CRM
Box to DealCloud integration — real-time, two-way sync
Keep Box 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
- 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 Box and DealCloud
Keep the paperwork with the relationship: DealCloud and Box share every customer's records and files in real time, in both directions.
DealCloud holds the customer relationship as structured records; Box holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Fund, Investment, Relationship, Activity in DealCloud aligned with Folders, Metadata, Collaborations, Users in Box, in real time. A new account or deal can open its own folder in Box; a document filed in Box can surface as a link and metadata on the matching record in DealCloud; and records from DealCloud can be written into Box as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
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, Groups, and Collaborations from an HR system or IdP so Box access follows onboarding and offboarding.
- 04 Push generated documents from an ERP or contract system into Box Folders with the right Collaborations applied for the deal team.
Common sync patterns
A folder per account or deal
When an account or deal is created in DealCloud, a matching folder or container opens in Box, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Box surfaces as a link on the matching record in DealCloud, so the customer's paperwork sits with the relationship instead of a shared drive.
CRM records archived into storage
Records from DealCloud are written into Box as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.
What you can sync between Box 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.
| Box objects | DealCloud objects | How this pairing syncs | |
|---|---|---|---|
| Users Managed and app users in the enterprise; provisioned, updated, and deprovisioned to keep Box access aligned with an HR or identity source. | 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. | |
| Tasks Review or approval assignments on a file with due dates and states; read for workflow reporting or written to start approvals. | Task Synced with incremental and full sync. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Metadata Structured key-value instances attached to files and folders via metadata templates; synced two-way with database columns for classification and search. | Deal Synced with incremental and full sync. | Metadata is specific to Box and Deal to DealCloud — each maps to any object or custom field on the other side. | |
| Collaborations Access grants linking a user or group to a file or folder with a role such as viewer, editor, or co-owner; written to manage sharing programmatically. | Company Synced with incremental and full sync. | Collaborations is specific to Box and Company to DealCloud — each maps to any object or custom field on the other side. | |
| Groups Named user collections used for bulk collaboration; membership synced from a directory or IdP. | Contact Synced with incremental and full sync. | Groups is specific to Box and Contact to DealCloud — each maps to any object or custom field on the other side. | |
| Events Enterprise admin event stream, an audit log of uploads, deletes, logins, and shares across the account; read-only, consumed for reporting or change feeds. | Fund Synced with incremental and full sync. | Events is specific to Box and Fund to DealCloud — each maps to any object or custom field on the other side. |
How changes propagate between Box 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.
Box DealCloud Sub-second propagation
DetectionBox notifies Stacksync of record changes through webhook events. V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED.
DeliveryEach detected change is written to DealCloud through its API, with automatic retries and rate-limit backoff.
DealCloud Box 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 Box through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Box: Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with Box ⇄ DealCloud
Connect Box and DealCloud for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Box–DealCloud connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Box 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 Box or DealCloud record.
Observability
Monitoring
Track your Box ⇄ DealCloud sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Box and DealCloud.
How the Box and DealCloud connectors work
Box
- Integration surface
- REST API (api.box.com/2.0), plus the Events API and V2 Webhooks
- Authentication
- OAuth 2.0 for user-delegated access, or server-to-server auth via JWT (RSA keypair) or Client Credentials Grant (CCG) using a Box app; short-lived developer tokens for testing
- Change detection
- V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed
- Capabilities
- read · write · webhooks
- Rate limits
- Per user: 1,000 API calls per minute and 240 file uploads per minute; exceeding limits returns HTTP 429 with a Retry-After header. Box Business plans also carry a licensed monthly API-call allotment per enterprise.
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 Box 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.
- 01
Connect your apps
Authenticate Box 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.
Box
connected
DealCloud
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Box 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.
objects · Box ⇄ DealCloudCustomers 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.
Box DealCloudCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Box and DealCloud integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Box and DealCloud: authenticate both systems, choose the objects to sync (such as Box's Users and Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Box and DealCloud records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Box and DealCloud connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Box–DealCloud integration in-house.
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Yes — Stacksync ships production-grade connectors for both Box and DealCloud. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Box: V2 webhooks fire on triggers such as FILE.UPLOADED, FILE.TRASHED, and METADATA_INSTANCE.UPDATED; the Events API (user stream via long-poll by stream_position, or enterprise/admin events) provides a near-real-time change feed. On DealCloud: Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval. 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 DealCloud side: Fund, Investment, Relationship, Activity, plus custom fields where DealCloud exposes them. On the Box side: Folders, Metadata, Collaborations, Users. Stacksync auto-detects both schemas and converts types between the two systems.
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:
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