Real-time
Two-way sync
Changes in NextGen Healthcare or Salesmate instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
NextGen Healthcare to Salesmate integration — real-time, two-way sync
Keep NextGen Healthcare and Salesmate 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 NextGen Healthcare and Salesmate
Sync what happens in NextGen Healthcare with the customer records in Salesmate, 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 NextGen Healthcare 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 Appointments, Encounters, Providers, Clinical Documents in NextGen Healthcare to Companies, Deals, Activities, Pipelines and Stages in Salesmate with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Salesmate, and CRM data flows the other way wherever NextGen Healthcare can store and use it.
Common use cases
- 01 Push appointment schedules to reminder and communication tools and write confirmations back.
- 02 Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
- 03 Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
- 04 Hand off won deals to invoicing or accounting tools automatically.
Common sync patterns
Where NextGen Healthcare can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Salesmate sync into NextGen Healthcare, so people working there have the context without switching tools.
Where NextGen Healthcare supplies contact or company data
Enriched fields land directly on records in Salesmate, and refreshes keep them from going stale.
Where NextGen Healthcare processes payments
Charges, refunds, and subscription changes appear on the account in Salesmate, so revenue context lives with the relationship.
What you can sync between NextGen Healthcare and Salesmate
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.
| NextGen Healthcare objects | Salesmate objects | How this pairing syncs | |
|---|---|---|---|
| Clinical Documents Notes and attachments exchanged with referral and document-management workflows. | Deals Pipeline opportunities with stage and value, synced out for revenue reporting. | Clinical Documents is specific to NextGen Healthcare and Deals to Salesmate — each maps to any object or custom field on the other side. | |
| Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. | Activities Calls, emails, and tasks logged against records and exported for analytics. | Medications & Allergies is specific to NextGen Healthcare and Activities to Salesmate — each maps to any object or custom field on the other side. | |
| Lab Results Result data read for patient-facing portals and analytics. | Pipelines and Stages Sales process definitions read for stage mapping in syncs. | Lab Results is specific to NextGen Healthcare and Pipelines and Stages to Salesmate — each maps to any object or custom field on the other side. | |
| Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. | Products Catalog items attached to deals, typically sourced from an ERP or billing system. | Insurance / Coverage is specific to NextGen Healthcare and Products to Salesmate — each maps to any object or custom field on the other side. | |
| Charges & Billing Practice-management financial data synced for revenue-cycle analytics. | Notes Free-text records synced for context in support or success tools. | Charges & Billing is specific to NextGen Healthcare and Notes to Salesmate — each maps to any object or custom field on the other side. | |
| Patients Demographic records synced to CRMs and engagement tools for outreach and intake. | Users Team member records used for ownership mapping. | Patients is specific to NextGen Healthcare and Users to Salesmate — each maps to any object or custom field on the other side. |
How changes propagate between NextGen Healthcare and Salesmate
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.
NextGen Healthcare Salesmate Interval-based propagation
DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.
DeliveryEach detected change is written to Salesmate through its API, with automatic retries and rate-limit backoff.
Salesmate NextGen Healthcare Sub-second propagation
DetectionSalesmate notifies Stacksync of record changes through webhook events. Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback.
DeliveryEach detected change is written to NextGen Healthcare through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
- Salesmate: Subject to the platform's API rate limits.
What ships with NextGen Healthcare ⇄ Salesmate
Connect NextGen Healthcare and Salesmate for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every NextGen Healthcare–Salesmate connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever NextGen Healthcare or Salesmate 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 NextGen Healthcare or Salesmate record.
Observability
Monitoring
Track your NextGen Healthcare ⇄ Salesmate sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between NextGen Healthcare and Salesmate.
How the NextGen Healthcare and Salesmate connectors work
NextGen Healthcare
- Integration surface
- REST API, including FHIR-based endpoints published through NextGen's developer API program
- Authentication
- OAuth 2.0
- Change detection
- Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits and healthcare data-access agreements.
Salesmate
- Integration surface
- REST API
- Authentication
- Access token (API key) sent as a request header
- Change detection
- Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect NextGen Healthcare to Salesmate — 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 NextGen Healthcare and Salesmate with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
NextGen Healthcare
connected
Salesmate
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the NextGen Healthcare and Salesmate 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 · NextGen Healthcare ⇄ SalesmateCustomers 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.
NextGen Healthcare SalesmateCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
NextGen Healthcare and Salesmate integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between NextGen Healthcare and Salesmate: authenticate both systems, choose the objects to sync (such as NextGen Healthcare's Clinical Documents and Medications & Allergies), 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 NextGen Healthcare and Salesmate connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom NextGen Healthcare–Salesmate integration in-house.
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Yes — Stacksync ships production-grade connectors for both NextGen Healthcare and Salesmate. 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 NextGen Healthcare: Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface. On Salesmate: Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback. 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 NextGen Healthcare side: Appointments, Encounters, Providers, Clinical Documents, plus custom fields where NextGen Healthcare exposes them. On the Salesmate side: Companies, Deals, Activities, Pipelines and Stages. Stacksync auto-detects both schemas and converts types between the two systems.
-
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
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 128 integrations available for NextGen Healthcare and Salesmate.
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