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CRM ⇄ Accounting and finance

Chorusai to Navan integration — real-time, two-way sync

Keep Chorusai and Navan 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 Chorusai and Navan

Sync customers, invoices, and payment status between Navan and Chorusai in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Chorusai knows the relationship: who the contacts are and what is in motion with the account. Navan 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 Custom Fields, Receipts, Repayments, Fees, and Adjustments, Users in Navan to Engagements, Recordings (Conversations), Users, Trackers in Chorusai 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 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 02 Sync Users and department mappings from an HRIS into reporting tables so every transaction is attributed to a cost center and manager.
  • 03 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 04 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.

Common sync patterns

Where Chorusai tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Navan with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Navan appears on the account in Chorusai, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Chorusai, Navan gets the update before the next invoice goes out.

What you can sync between Chorusai and Navan

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.

Chorusai objects Navan objects How this pairing syncs
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Recordings (Conversations) is specific to Chorusai and Custom Fields to Navan — each maps to any object or custom field on the other side.
Trackers AI keyword and topic trackers (pricing, competitors, next steps) surfaced within a conversation; read out as coaching and deal-risk signals. Receipts Receipt images tied to each transaction; fetched read-only through presigned URLs for archival in a warehouse or document store. Trackers is specific to Chorusai and Receipts to Navan — each maps to any object or custom field on the other side.
Deals CRM opportunity context attached to a conversation (account, deal, owner); read to attribute call activity to open pipeline. Repayments, Fees, and Adjustments Money-movement records including repayments, FX and platform fees, and credit or debit memos; read-only for reconciliation ledgers. Deals is specific to Chorusai and Repayments, Fees, and Adjustments to Navan — each maps to any object or custom field on the other side.
Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. Card Transactions Navan physical and virtual card spend; read via GET, then GL codes, cost centers, and ERP sync status are written back per transaction through the transaction update endpoint. Scorecards is specific to Chorusai and Card Transactions to Navan — each maps to any object or custom field on the other side.
Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Moments is specific to Chorusai and Connect Transactions to Navan — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Navan

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.

Chorusai Navan Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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

Navan Chorusai Sub-second propagation

DetectionNavan notifies Stacksync of record changes through webhook events. Navan's Expense API supports webhooks for transaction and expense events.

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

Rate-limit considerations

  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
  • Navan: Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
What ships with Chorusai ⇄ Navan

Connect Chorusai and Navan for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Chorusai or Navan instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Navan 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 Chorusai or Navan record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chorusai and Navan.

How the Chorusai and Navan connectors work

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide

Navan

Integration surface
REST (Expense API and Booking API)
Authentication
OAuth 2.0 client-credentials flow; an admin creates a client_id and client_secret under Settings > Integrations and exchanges them at Navan's OAuth token endpoint for a short-lived bearer token that is refreshed on expiry (separate US and EU regional hosts)
Change detection
Navan's Expense API supports webhooks for transaction and expense events; sync engines also poll GET endpoints with date-range and updatedAt filters (createdFrom/createdTo for bookings) to backfill history and reconcile. There is no database-level CDC.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled with HTTP 429 and Navan recommends retrying with exponential backoff; the Expense/Public API must first be enabled per account by Navan.
How it works

How to connect Chorusai to Navan — 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 Chorusai and Navan 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
    Chorusai connected
    Navan connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chorusai and Navan 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 · Chorusai ⇄ Navan
    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
    Chorusai Navan
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chorusai and Navan 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 522 integrations available for Chorusai and Navan.

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