--- title: "Provisioning workflows - Stacksync" description: "Sign-ups trigger workspace creation, seat licensing, and role assignment across Postgres, Okta, and Salesforce in real time, two-way, so access is live before…" canonical: https://www.stacksync.com/use-case/provisioning-workflows 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 provisioning across systems # Provisioning workflows from signup to access A new sign-up triggers workspace creation in Postgres, seat licensing in Stripe, and role assignment across Okta and Salesforce in real time, two-way, so a customer has access before the welcome email lands. [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 provisioning stalls ## Three reasons new accounts wait on access. Provisioning a customer means touching five internal systems in order, fast. When any step lags or fires twice, the new account feels broken on day one. 01 - Manual steps ### Access lags hours behind the sign-up A sign-up lands but workspace, seats, and roles get set up by hand or by a batch job. The customer logs in to a half-built account and opens a ticket before they've onboarded. LATENCY 02 - Double provisioning ### A retried sign-up grants two workspaces When a sign-up webhook fires twice, naive automation spins up a second workspace and double-charges seats in Stripe. Now licensing and access disagree on what the customer has. IDEMPOTENCY 03 - Partial setup ### The workspace exists, the roles never land Provisioning spans Postgres, Stripe, Okta, and Salesforce. When the role-assignment step fails, most tools leave the others done with no replay, so the account is live but locked out. 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 provisioning touches, on one workflow. Stacksync ships pre-built two-way connectors for the databases, identity, billing, and CRMs provisioning runs through, with idempotency keys, ordered retries, and replay. App databases 05 - Postgres - MySQL - MongoDB - Supabase - Firebase Identity & access 05 - Okta - Microsoft 365 - GitHub - GitLab - Atlassian Billing & seats 05 - Stripe - Chargebee - Recurly - NetSuite - QuickBooks CRM & comms 05 - Salesforce - HubSpot - Slack - Twilio - SendGrid Custom workspace schemas, Stripe seat metadata, and your own role mappings 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 provisioning workflows. The four concerns every platform and ops team raises before automating customer provisioning end to end. [Talk to a solutions architect](https://www.stacksync.com/book-a-demo) ### How fast is access ready after a sign-up? Seconds. The sign-up event triggers workspace, seat, and role steps in real time across Postgres, Stripe, and Okta, so the customer has access before the welcome email arrives. ### How do you prevent double provisioning on retries? Every step is idempotent, keyed on the sign-up ID. A retried or replayed webhook resumes the existing provisioning run instead of creating a second workspace or charging seats twice. ### What happens if one provisioning step fails? Steps run in order with retries and backoff, and every event is replayable. If role assignment fails, it retries and completes once the system is back, without redoing the earlier steps. ### Can we model our own roles and workspace fields? Yes. Custom workspace tables, role mappings, and seat plans map in the visual mapper alongside standard fields and sync the same way. ## Stop building accounts by hand. Grant access the moment they sign up. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/)