Salesforce 
HubSpot 
NetSuite 
Zendesk 
Microsoft Dynamics 365 Sales 
Dynamics 365 F&O 
Attio 
Pipedrive 
Zoho CRM 
Campfire 
Rillet 
Front 
Shopify 
Amazon Seller Central 
SendGrid Keep caseworker actions, documents, and outcomes synchronized between the intake portal, Salesforce, and SAP the moment they change, two-way and in real time, so intake, casework, and finance never work from different versions of a case.
A single case touches the intake portal, the casework CRM, and the ERP that funds it. Each holds a partial, drifting copy.
Files uploaded to the portal don't reach the case in Salesforce, so caseworkers act on outdated documents. Attachments and metadata sync with the record they belong to, in real time.
Status changes made in casework lag overnight before the portal reflects them. Constituents call about cases already resolved. Real-time sync keeps both ends on the same status.
A case outcome that triggers a disbursement gets stranded between the CRM and SAP. Queued, retried, replayable sync guarantees the outcome reaches finance, in order.
Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain.
Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors.
Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands.
Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code.
Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery.
Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation.
Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables.
Stacksync ships pre-built two-way connectors for the intake portals, casework CRMs, ERPs, and document stores casework runs through, with field-level conflict policies, attachment sync, and replay.
Granicus Salesforce 
ServiceNow 
Tyler Technologies 
Postgres Salesforce 
Microsoft Dynamics 365 ServiceNow 
MongoDB Postgres 
SAP 
Oracle DB 
Workday NetSuite Tyler Technologies 
Microsoft 365 
Microsoft Teams 
Twilio SendGrid 
Slack 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.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
Do documents and attachments sync with the case?
Yes. Files and their metadata sync with the record they belong to, so a document uploaded to the portal appears on the same case in Salesforce, and vice versa, in real time.
How fast does a status change propagate?
Sub-second when the source emits change events (Salesforce CDC, ServiceNow), otherwise 1–60s on a configurable poll. The portal and the CRM never disagree by a full day.
What stops an outcome from getting lost on the way to finance?
Every event is queued, retried with backoff, and replayable. If SAP is down when an outcome triggers a disbursement, it syncs the moment finance is back, in order, with no manual re-run.
Can two teams edit the same case safely?
Yes. Field-level conflict policies decide which system owns each field, so a portal edit and a caseworker update merge by rule instead of one silently overwriting the other.
