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CRM ⇄ E-commerce

Clari to Easypost integration — real-time, two-way sync

Keep Clari and Easypost 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 Clari and Easypost

Keep the customers and orders that Clari and Easypost share aligned in real time, so sales works from live purchase history and the store works from current account details.

Clari holds the customer relationship: the contacts, accounts, and deals a go-to-market team works. Easypost runs the buying side: who placed which order, what they bought, and where it ships. The two describe the same people and companies, and when they are connected only by exports, sales answers questions without recent orders in front of them while the store works from account details that changed weeks ago.

Stacksync links Activity (Capture), Account field extensions, Opportunity field extensions, Audit Events in Clari to CarrierAccount, Webhook, Shipment, Address in Easypost with bi-directional, real-time sync. New customers, order activity, and corrected contact details move in whichever direction you configure, field by field, with conflicts resolved by rules you set. A record created or changed on either side shows up on the other within seconds, with no CSV exports and no nightly job.

The shared entity is the customer, matched on email or an external ID, so both systems agree on who the buyer is and the order history sits next to the relationship instead of in a separate tab.

Common use cases

  • 01 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.
  • 02 Stream Audit Events into a reporting database to monitor forecast-submission changes and user activity for compliance.
  • 03 Sync CarrierAccount configuration and negotiated rates so shipping options stay consistent across the storefront, ERP, and 3PL systems.
  • 04 Pull Shipment, Rate, and Refund records into a warehouse to report shipping cost per carrier and service and reclaim postage on labels that were never scanned.

Common sync patterns

Where both keep product records: catalog and CRM products aligned

Where Clari tracks products or line items and Easypost holds the catalog, shared items are matched on SKU so quotes, deals, and orders reference the same products.

One customer identity across sales and store

A person who exists as a contact in Clari and a buyer in Easypost is kept as a single, deduplicated record, so both teams work from the same customer instead of two partial copies.

Where Easypost records orders: purchase history on the account

Orders and their status from Easypost appear on the matching contact or account in Clari, so reps see what a customer has bought and what is in flight before the next conversation.

What you can sync between Clari and Easypost

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.

Clari objects Easypost objects How this pairing syncs
Audit Events User edits and system events exported with filtering by actor, session, and date range; read-only feed for change tracking and compliance. Tracker Tracking for a shipment by tracking_code and carrier; create a Tracker to begin tracking, read status and tracking_details, and receive tracker.updated events via webhook as the parcel moves. Audit Events is specific to Clari and Tracker to Easypost — each maps to any object or custom field on the other side.
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Batch Bulk shipment processing; create a batch, add or remove shipments, buy all labels at once, and generate a consolidated label or ScanForm for the day's orders. Forecast is specific to Clari and Batch to Easypost — each maps to any object or custom field on the other side.
Quota Quota and quota-history values exported alongside forecast data, scoped by fiscal quarter; read-only, useful for warehouse attainment reporting. CarrierAccount Carrier credentials and settings that control which carriers and negotiated rates are available; create, update, and delete to manage enabled carriers across accounts. Quota is specific to Clari and CarrierAccount to Easypost — each maps to any object or custom field on the other side.
Opportunities Retrieved synchronously by ID from GET /opportunity (up to 100 IDs per call) with Clari CRM scoring and field-change history; read-only, mirroring the CRM opportunity Clari sits on. Webhook Event subscriptions delivering an Event via HTTP POST on object changes; full CRUD (create, retrieve, list, update, delete) and the mechanism for near-real-time change delivery to Stacksync. Opportunities is specific to Clari and Webhook to Easypost — each maps to any object or custom field on the other side.
Activity (Capture) Meetings, emails, and attachments captured by Clari and mapped to accounts and opportunities; exported read-only via async activity jobs. Shipment The central writable object: create with a to/from Address and Parcel, receive Rate options, then buy a label to get postage_label and tracking_code; retrieve and list with cursor pagination. Activity (Capture) is specific to Clari and Shipment to Easypost — each maps to any object or custom field on the other side.
Account field extensions External data points written onto Account records through the ingest API in initial or incremental mode; requires an apikey plus a partnerkey. Address Origin and destination locations; create, retrieve, and list, plus address verification (delivery and residential) to normalize and validate addresses before they are saved downstream. Account field extensions is specific to Clari and Address to Easypost — each maps to any object or custom field on the other side.

How changes propagate between Clari and Easypost

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.

Clari Easypost Interval-based propagation

DetectionStacksync polls Clari for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reads run as asynchronous export jobs (submit export, poll job status, download results).

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

Easypost Clari Sub-second propagation

DetectionEasypost notifies Stacksync of record changes through webhook events. Webhooks deliver an Event via HTTP POST on object changes (e.g.

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

Rate-limit considerations

  • Clari: Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.
  • Easypost: Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests.
What ships with Clari ⇄ Easypost

Connect Clari and Easypost for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Clari or Easypost instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or Easypost 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 Clari or Easypost record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Clari and Easypost.

How the Clari and Easypost connectors work

Clari

Integration surface
REST APIs on api.clari.com - Export API (v4, asynchronous bulk jobs for forecast, quota, activity, and audit) and Ingest API (v2, field extensions); Opportunity reads are synchronous via GET /opportunity
Authentication
API token in the apikey header, generated per user in Settings; ingest/partner endpoints also require a partnerkey header, and Copilot endpoints require X-Api-Key and X-Api-Password
Change detection
Polling — reads run as asynchronous export jobs (submit export, poll job status, download results); the ingest API supports an incremental mode for regular field updates. No webhooks.
Capabilities
read · write
Rate limits
Max 3 concurrent exports and roughly 1000 exports per rolling 30-day org window; ingestion capped at 100 requests/sec per API token.

Easypost

Integration surface
REST API (EasyPost API v2, https://api.easypost.com/v2)
Authentication
HTTP Basic auth with the API key as the username and an empty password (Bearer token also accepted); separate Test and Production keys
Change detection
Webhooks deliver an Event via HTTP POST on object changes (e.g. tracker.updated); historical pulls via list/index endpoints using before_id/after_id cursor pagination
Capabilities
read · write · webhooks
Rate limits
Fixed 5 requests/second on index (list) endpoints plus a dynamic load-based limiter protecting buy and rate operations; exceeding either returns HTTP 429 Too Many Requests
Easypost setup guide
How it works

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

    Choose tables

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

Clari and Easypost 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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→ 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:

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 380 integrations available for Clari and Easypost.

Popular · 7 of 380
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