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CRM ⇄ Accounting and finance

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

Keep Gorgias 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 Gorgias and Navan

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

Finance and sales describe the same customers in different systems. Gorgias 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 Manual Transactions, Bookings, Custom Fields, Receipts in Navan to Customers, Users (agents), Tags, Satisfaction surveys in Gorgias 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 Push coded expense transactions into an accounting system, then set their ERP sync status in Navan so the same records are not exported twice.
  • 02 Pull Bookings by date range into a database to reconcile travel reservations against Card Transactions and monitor travel-policy spend.
  • 03 Route high-value or churn-risk customers to priority queues by writing scores from a data warehouse into ticket or customer fields.
  • 04 Sync ticket tags and CSAT results to analytics tools for support quality reporting.

Common sync patterns

Payment status on the account

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

Billing detail changes flow back

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

Collections with context

Finance sees the account owner and relationship history from Gorgias when chasing a balance, and sales sees that the chase is happening.

What you can sync between Gorgias 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.

Gorgias objects Navan objects How this pairing syncs
Custom fields Extend tickets with brand-specific attributes. Custom Fields Company metadata such as cost centers and project codes; discovered via GET and their option lists created or updated via async POST. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Satisfaction surveys CSAT responses synced out for support quality reporting. Users Employee and cardholder records referenced by every transaction; usually provisioned from an HRIS and used to map spend to people and departments. Satisfaction surveys is specific to Gorgias and Users to Navan — each maps to any object or custom field on the other side.
Events Activity records useful for auditing what happened on a ticket. 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. Events is specific to Gorgias and Card Transactions to Navan — each maps to any object or custom field on the other side.
Tickets The central support object, aggregating a conversation across channels. Connect Transactions External and personal card feed matched into Navan; retrieved read-only and coded with custom-field values through the transaction update endpoint. Tickets is specific to Gorgias and Connect Transactions to Navan — each maps to any object or custom field on the other side.
Messages Individual inbound and outbound messages attached to a ticket. Manual Transactions Out-of-pocket reimbursements and payroll submissions; synced for approval and reimbursement, then GL-coded back into Navan. Messages is specific to Gorgias and Manual Transactions to Navan — each maps to any object or custom field on the other side.
Customers Unified shopper profiles that merge identities across connected stores. Bookings Flight, hotel, rail, and car reservations from the Booking API; pulled read-only by createdFrom/createdTo date range for trip and travel-spend reporting. Customers is specific to Gorgias and Bookings to Navan — each maps to any object or custom field on the other side.

How changes propagate between Gorgias 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.

Gorgias Navan Sub-second propagation

DetectionGorgias notifies Stacksync of record changes through webhook events. Webhooks for ticket and message events, supplemented by polling with updated-at cursors.

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

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

Rate-limit considerations

  • Gorgias: Subject to the platform's API rate limits, which vary by plan.
  • 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 Gorgias ⇄ Navan

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gorgias 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 Gorgias or Navan record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Gorgias and Navan connectors work

Gorgias

Integration surface
REST API
Authentication
API key paired with the account email over HTTP Basic auth; OAuth 2.0 for public apps
Change detection
Webhooks for ticket and message events, supplemented by polling with updated-at cursors
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by plan.

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 Gorgias 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 Gorgias 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
    Gorgias connected
    Navan connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Gorgias 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 504 integrations available for Gorgias and Navan.

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