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CRM ⇄ Business productivity

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

Keep Clari and eClinicalWorks 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

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Why teams connect Clari and eClinicalWorks

Sync what happens in eClinicalWorks with the customer records in Clari, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever eClinicalWorks holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects Medications, Allergies, Immunizations, Documents in eClinicalWorks to Opportunities, Activity (Capture), Account field extensions, Opportunity field extensions in Clari with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Clari, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • 01 Feed appointment events to reminder and messaging platforms to reduce no-shows.
  • 02 Keep provider directories consistent between eClinicalWorks and scheduling or marketing systems.
  • 03 Write warehouse-computed health scores and usage metrics onto Clari Opportunity records as field extensions via the ingest API so deal reviews show product signals.
  • 04 Enrich Clari Account records with firmographic or billing data points through the ingest API in incremental mode.

Common sync patterns

Where eClinicalWorks can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Clari sync into eClinicalWorks, so people working there have the context without switching tools.

Where eClinicalWorks runs outreach

Prospects, sends, and replies sync into Clari, keeping lead status current without manual imports.

Where eClinicalWorks supplies contact or company data

Enriched fields land directly on records in Clari, and refreshes keep them from going stale.

What you can sync between Clari and eClinicalWorks

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 eClinicalWorks objects How this pairing syncs
Forecast Exported per forecast tab and fiscal period via async jobs; includes submitted forecast calls, updates, manager adjustments, and CRM totals. Read-only. Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs. Forecast is specific to Clari and Patients to eClinicalWorks — 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. Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach. Quota is specific to Clari and Appointments to eClinicalWorks — 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. Encounters Visit records tying diagnoses, providers, and billing context together. Opportunities is specific to Clari and Encounters to eClinicalWorks — 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. Practitioners Provider records used to keep directories and scheduling systems consistent. Activity (Capture) is specific to Clari and Practitioners to eClinicalWorks — 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. Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages. Account field extensions is specific to Clari and Observations to eClinicalWorks — each maps to any object or custom field on the other side.
Opportunity field extensions Warehouse-computed fields pushed onto Opportunity records via the ingest API; up to 100 records per request or 10MB bulk files. Medications Prescription and medication-list data within the patient record. Opportunity field extensions is specific to Clari and Medications to eClinicalWorks — each maps to any object or custom field on the other side.

How changes propagate between Clari and eClinicalWorks

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

eClinicalWorks Clari Interval-based propagation

DetectionStacksync polls eClinicalWorks for changes on an incremental schedule, reading only records changed since the previous pass. HL7 interface feeds push event messages as they occur.

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.
  • eClinicalWorks: Subject to the platform's API rate limits and interface throughput agreements.
What ships with Clari ⇄ eClinicalWorks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Clari or eClinicalWorks 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 eClinicalWorks record.

Observability

Monitoring

Track your Clari ⇄ eClinicalWorks 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 eClinicalWorks.

How the Clari and eClinicalWorks 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.

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements
How it works

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

    Choose tables

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

Clari and eClinicalWorks 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.

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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 355 integrations available for Clari and eClinicalWorks.

Popular · 3 of 355
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