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CRM ⇄ ERP

Chorusai to Plex ERP integration — real-time, two-way sync

Keep Chorusai and Plex ERP 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 Plex ERP

Close the gap between front office and back office: Chorusai and Plex ERP share customers and status in real time, in both directions.

Chorusai holds the customer relationship; Plex ERP runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.

Stacksync syncs Scorecards, Moments, Playlists, Engagements in Chorusai with Quality records, Parts, Inventory, Production jobs in Plex ERP field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.

Common use cases

  • 01 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.
  • 02 Upload externally recorded dialer or web-conference audio into Chorus as Recordings so it gets transcribed and analyzed like native calls.
  • 03 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
  • 04 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.

Common sync patterns

Where Plex ERP is the finance system of record: money status on the account

Invoice and payment state from Plex ERP shows on the account in Chorusai, so reps see balances before promising the next order.

One customer master

Where both systems keep customer or organization records, corrections in either propagate to the other, ending dual maintenance.

Where Plex ERP manages people and org data: keep Chorusai aligned

Owners, territories, and org structure informed by Plex ERP stay current in Chorusai.

What you can sync between Chorusai and Plex ERP

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 Plex ERP objects How this pairing syncs
Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Purchase orders Procurement records mirrored to accounting and planning systems Engagements is specific to Chorusai and Purchase orders to Plex ERP — each maps to any object or custom field on the other side.
Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Customers Account records kept consistent with the sales team's CRM Recordings (Conversations) is specific to Chorusai and Customers to Plex ERP — each maps to any object or custom field on the other side.
Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Suppliers Vendor records aligned with procurement and AP tools Users is specific to Chorusai and Suppliers to Plex ERP — 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. Shipments Outbound logistics records synced to trading partners and tracking systems Trackers is specific to Chorusai and Shipments to Plex ERP — 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. Quality records Checksheet and inspection data pulled into plant dashboards Deals is specific to Chorusai and Quality records to Plex ERP — 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. Parts Item master records shared with CRM, e-commerce, and planning tools Scorecards is specific to Chorusai and Parts to Plex ERP — each maps to any object or custom field on the other side.

How changes propagate between Chorusai and Plex ERP

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 Plex ERP 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 Plex ERP through its API, with automatic retries and rate-limit backoff.

Plex ERP Chorusai Interval-based propagation

DetectionStacksync polls Plex ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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.
  • Plex ERP: Subject to the platform's API rate limits.
What ships with Chorusai ⇄ Plex ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chorusai or Plex ERP 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 Plex ERP record.

Observability

Monitoring

Track your Chorusai ⇄ Plex ERP 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 Plex ERP.

How the Chorusai and Plex ERP 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

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits
How it works

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

    Choose tables

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

Chorusai and Plex ERP 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 526 integrations available for Chorusai and Plex ERP.

Popular · 8 of 526
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