Real-time
Two-way sync
Changes in DealCloud or eClinicalWorks instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
DealCloud to eClinicalWorks integration — real-time, two-way sync
Keep DealCloud 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 DealCloud and eClinicalWorks
Sync what happens in eClinicalWorks with the customer records in DealCloud, 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 Diagnostic reports, Patients, Appointments, Encounters in eClinicalWorks to Fund, Investment, Relationship, Activity in DealCloud with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in DealCloud, and CRM data flows the other way wherever eClinicalWorks can store and use it.
Common use cases
- 01 Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
- 02 Sync patient demographics and appointments into a CRM so patient outreach and intake teams work from current data.
- 03 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
- 04 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
Common sync patterns
Where eClinicalWorks supplies contact or company data
Enriched fields land directly on records in DealCloud, and refreshes keep them from going stale.
Where eClinicalWorks processes payments
Charges, refunds, and subscription changes appear on the account in DealCloud, so revenue context lives with the relationship.
Where eClinicalWorks can store CRM context: fields kept current
Owner, lifecycle stage, or account details from DealCloud sync into eClinicalWorks, so people working there have the context without switching tools.
What you can sync between DealCloud 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.
| DealCloud objects | eClinicalWorks objects | How this pairing syncs | |
|---|---|---|---|
| Deal Synced with incremental and full sync. | Allergies Allergy and intolerance entries in the clinical record. | Deal is specific to DealCloud and Allergies to eClinicalWorks — each maps to any object or custom field on the other side. | |
| Company Synced with incremental and full sync. | Immunizations Vaccination history exposed for registries and patient apps. | Company is specific to DealCloud and Immunizations to eClinicalWorks — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Documents Clinical notes and attachments referenced from the chart. | Contact is specific to DealCloud and Documents to eClinicalWorks — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Diagnostic reports Structured result reports grouping observations for a study or panel. | Fund is specific to DealCloud and Diagnostic reports to eClinicalWorks — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Patients Demographic records exposed via FHIR Patient resources and HL7 ADT feeds; the anchor for all clinical syncs. | Investment is specific to DealCloud and Patients to eClinicalWorks — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach. | Relationship is specific to DealCloud and Appointments to eClinicalWorks — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud eClinicalWorks 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 eClinicalWorks through its API, with automatic retries and rate-limit backoff.
eClinicalWorks DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
- eClinicalWorks: Subject to the platform's API rate limits and interface throughput agreements.
What ships with DealCloud ⇄ eClinicalWorks
Connect DealCloud and eClinicalWorks for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–eClinicalWorks connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or eClinicalWorks record.
Observability
Monitoring
Track your DealCloud ⇄ eClinicalWorks sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between DealCloud and eClinicalWorks.
How the DealCloud and eClinicalWorks connectors work
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.
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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
eClinicalWorks
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ eClinicalWorksCustomers 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.
DealCloud eClinicalWorksCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and eClinicalWorks integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and eClinicalWorks: authenticate both systems, choose the objects to sync (such as DealCloud's Deal and Company), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed DealCloud and eClinicalWorks connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom DealCloud–eClinicalWorks integration in-house.
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Yes — Stacksync ships production-grade connectors for both DealCloud and eClinicalWorks. 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 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. On eClinicalWorks: HL7 interface feeds push event messages as they occur; the FHIR API is polled. 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 eClinicalWorks side: Diagnostic reports, Patients, Appointments, Encounters, plus custom fields where eClinicalWorks exposes them. On the DealCloud side: Fund, Investment, Relationship, Activity. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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 392 integrations available for DealCloud and eClinicalWorks.
Popular · 8 of 392
- DealCloud ⇄ ServiceNow
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DealCloud ⇄ Slack -
DealCloud ⇄ BetterContact -
DealCloud ⇄ Zendesk -
eClinicalWorks ⇄ Intercom -
eClinicalWorks ⇄ Kommo -
eClinicalWorks ⇄ Kustomer -
eClinicalWorks ⇄ Nimble
No integrations match .
