--- title: "Case management - Stacksync" description: "Sync caseworker actions, documents, and outcomes between the intake portal, Salesforce, and SAP in real time, two-way, so every team works the same case." canonical: https://www.stacksync.com/use-case/case-management last_modified: 2026-07-05 --- Stacksync × Supabase Miami: **AI-Native Operations** Oct 13 [Reserve your spot](https://www.stacksync.com/events/2026-10-13-supabase-miami) Real-time case sync across portal, CRM, ERP # Case management across every touchpoint 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. [Book a demo](https://www.stacksync.com/book-a-demo) [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ## Adopted by fast-scaling companies moving mission-critical data in real time - Gladia Case study - IDEXX - MedPro Migrated from MuleSoft - Eko Case study - Ubicloud - Vimeo - Codility Migrated from Celigo - ACERTUS Migrated from Heroku Connect - Syringa Migrated from Matillion - Truora - Streaam Case study - SEAL SQ - Rinsed Migrated from Fivetran - IA Capital Group Case study - Meter - Golden Pear Funding Migrated from Celigo Where casework falls out of sync ## Three reasons a case looks different in every system. A single case touches the intake portal, the casework CRM, and the ERP that funds it. Each holds a partial, drifting copy. 01 - Document drift ### The document on file isn't the latest version Files uploaded to the portal don't reach the case in Salesforce, so caseworkers act on outdated documents.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. DATA QUALITY 02 - Status mismatch ### The portal says open, the CRM says closed 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. LATENCY 03 - Outcome to funding ### An outcome never reaches the ERP that pays it 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. RELIABILITY PLATFORM ## Six products. One Platform. Replace many legacy vendors. Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain. [Start building now](https://www.stacksync.com/book-a-demo) ### [Two-way sync](https://www.stacksync.com/two-way-sync) Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors. Replaces: Heroku Connect and Salesforce Data 360 Heroku Connect Salesforce Data 360 ### [Workflow automation](https://www.stacksync.com/workflow-automation) Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands. Replaces: Workato and Boomi ### [AI Agents](https://www.stacksync.com/ai-agents) Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code. Natively available in: Claude and ChatGPT and Gemini Claude ChatGPT Gemini ### [Event queues](https://www.stacksync.com/event-queues) Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery. Replaces: Kafka and Amazon SQS and Confluent Kafka Amazon SQS ### [Database hosting](https://www.stacksync.com/database-hosting) 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. Replaces: AWS RDS and Self-hosted databases AWS RDS Self-hosted databases ### [EDI](https://www.stacksync.com/edi) Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables. Replaces: SPS Commerce and TrueCommerce [Start building now](https://www.stacksync.com/book-a-demo) Connectors ## Every system a case touches, on one sync. 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. Intake & portals 05 - Granicus - Salesforce - ServiceNow - Tyler Technologies - Postgres Casework CRM 05 - Salesforce - Microsoft Dynamics 365 - ServiceNow - MongoDB - Postgres ERP & funding 05 - SAP - Oracle DB - Workday - NetSuite - Tyler Technologies Documents & alerts 05 - Microsoft 365 - Microsoft Teams - Twilio - SendGrid - Slack Custom case objects, document metadata, and your own outcome schema are first-class, no scripting required. [Browse all 1,000+ connectors](https://www.stacksync.com/connectors) 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. [Learn more about security](https://www.stacksync.com/security) | | | | --- | --- | | | 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: [OAuth 2](https://www.stacksync.com/security) [SSH Tunnelling](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ssh-tunneling) [SSL certificates](https://docs.stacksync.com/two-way-sync/connectors/postgres/authorize-postgres/amazon-rds/ensuring-secure-rds-connections-with-ssl-certificate) [IP Whitelisting](https://docs.stacksync.com/two-way-sync/connectors/setup-options/ip-whitelisting) [VPN gateway](https://docs.stacksync.com/two-way-sync/legal/service-consumption-tables#:~:text=%E2%9C%93-,VPN%20gateway,-%2D) [VPC peering](https://www.stacksync.com/security) and more Common questions ## Common questions about case-management sync. The document, status, and outcome concerns every casework and program team raises. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### 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. ## Stop chasing cases across systems. Sync portal, CRM, and ERP live. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)