--- title: "Workflow automation across CRM, ERP & databases" description: "Trigger workflows on every record change across CRMs, ERPs, and databases. Conditional logic, retries, dead-letter replay, full audit trail. Code or no-code." canonical: https://www.stacksync.com/workflow-automation last_modified: 2026-07-05 --- Real-time workflow automation # Stop wiring workflows by hand. Automate across your stack. Trigger workflows on every record change across CRMs, ERPs, databases and 1,000+ apps. Conditional logic, retries, dead-letter replay, human approvals and a full audit trail — code or no-code. [Book a demo](https://www.stacksync.com/book-a-demo) [Start now](https://app.stacksync.com/) We'll build your first workflow on the call. SOC 2 · ISO 27001 · HIPAA. ## Built for teams automating mission-critical workflows 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 STACKSYNC WORKFLOW AUTOMATION ## Everything serious workflow automation needs. Human approvals, governance, secrets, and a connector kit for anything you can't find off the shelf — the controls that make automation safe to run in production. HUMAN IN THE LOOP ### Pause for a human exactly when it matters. Insert approval steps anywhere in a workflow. The run pauses with the full payload, waits for a decision — approve, reject, or edit — then continues. No lost state, no timeouts, no shadow spreadsheets. [See approvals in action](https://app.stacksync.com/login) 1. 01 Drop approval gates into any workflow without writing glue code 2. 02 Runs pause safely with full context and wait for a human decision 3. 03 Every approval is logged, attributable, and replayable end to end Human in the loop Run paused Trigger Transform Approval Action Approval required waiting 2m 14s ### Refund approval required Amount $4,200.00 Customer Acme Corp Reason Duplicate charge Leona Martin Finance lead Approve Reject Runs pause safely with full context until a human decides — no timeouts. SECURITY & GOVERNANCE ### Feature controls, audit logs, and governance built in. Role-based access controls decide who can build, run, and deploy. Every deploy, run, secret access, and approval is captured in an immutable audit log your compliance team can sign off on. [Explore governance](https://app.stacksync.com/login) 1. 01 Granular RBAC across workflows, runs, secrets, and approvals 2. 02 Immutable, attributable audit log of every action and deploy 3. 03 SOC 2 Type II, ISO 27001, HIPAA — governance you can prove Roles Audit log Policies Access control 3 roles · 4 permissions | Permission | Admin | Operator | Viewer | | --- | --- | --- | --- | | Edit workflows | | | | | Run & deploy | | | | | View secrets | | | | | Approve actions | | | | Audit log live · last 24h - 14:32:08 Maya R. deployed workflow v12 10.4.2.19 - 14:29:51 Jordan T. approved refund #4471 approved - 14:27:14 Sam L. viewed secret STRIPE_KEY 10.4.2.07 - 14:21:36 Maya R. changed RBAC for Operator 10.4.2.19 - 14:18:02 Ada K. rotated API token · billing 10.4.3.88 Every action logged and attributable — SOC 2 Type II & ISO 27001 ready. VARIABLES & SECRETS ### Secrets and variables, managed the right way. Store API keys, tokens, and environment variables in an encrypted vault and reference them anywhere with a single expression. Values are injected at runtime, scoped per environment, and never hard-coded or written to a log. [Manage secrets](https://app.stacksync.com/login) 1. 01 AES-256 encrypted at rest, injected only at runtime 2. 02 Scope values per environment — prod, staging, and dev stay separate 3. 03 Reference any secret with {{ secrets.NAME }} — never paste a key again Secrets Variables AES-256 · encrypted at rest | | | | | | --- | --- | --- | --- | | STRIPE_API_KEY | •••••••••••• | | prod | | NETSUITE_TOKEN | •••••••••••• | | prod | | WEBHOOK_SIGNING_SECRET | •••••••••••• | | staging | | OPENAI_API_KEY | •••••••••••• | | prod | | BASE_URL | https://api.acme.com | | var | Referenced in workflow injected at runtime headers.Authorization = "Bearer " + {{ secrets.STRIPE_API_KEY }} Injected at runtime — never hard-coded, never written to a log. CONNECTOR DEVELOPMENT KIT ### Describe the API. AI builds the connector. Don't have a connector? Describe the API in plain English and the Connector Development Kit scaffolds it for you — auth, endpoints, schema, and tests — so you can sync any system on your stack in under a minute. [Build a connector](https://app.stacksync.com/login) 1. 01 AI generates auth, endpoints, and schemas from a plain-English brief 2. 02 Full code access — extend, version, and test like any other connector 3. 03 Ship a private connector for any internal or long-tail API Build a connector for the Acme Billing REST API CDK acme-connector.ts ``` // generated by the Stacksync CDKimport { defineConnector, oauth2 }  from "@stacksync/cdk"; export const acme = defineConnector({  name: "acme-billing",  auth: oauth2({ scopes: ["read", "write"] }),  endpoints: {    list: get("/v1/invoices"),    get: get("/v1/invoices/:id"),    create: post("/v1/invoices"),  },  schema: {    id: "string", total: "number",    status: "paid" | "open",  },}); ``` Generated 4 endpoints · auth configured · 6/6 tests passing Describe any API in plain English — the CDK writes, tests, and versions the connector. CONNECTORS ## 1,000+ connectors. And AI builds for the rest. We support every major SaaS and database out of the box. If yours isn't listed, paste an API URL and our agent will spec and build a connector, typically in under a minute. [Salesforce](https://www.stacksync.com/connectors/salesforce) [HubSpot](https://www.stacksync.com/connectors/hubspot) [NetSuite](https://www.stacksync.com/connectors/netsuite) [Zendesk](https://www.stacksync.com/connectors/zendesk) [Microsoft Dynamics 365 Sales](https://www.stacksync.com/connectors/microsoft-dynamics-365-sales) [Dynamics 365 F&O](https://www.stacksync.com/connectors/dynamics-365-finance-operations) [Attio](https://www.stacksync.com/connectors/attio) [Pipedrive](https://www.stacksync.com/connectors/pipedrive) [Zoho CRM](https://www.stacksync.com/connectors/zoho-crm) [Campfire](https://www.stacksync.com/connectors/campfire) [Rillet](https://www.stacksync.com/connectors/rillet) [Front](https://www.stacksync.com/connectors/front) [Shopify](https://www.stacksync.com/connectors/shopify) [Amazon Seller Central](https://www.stacksync.com/connectors/amazon-seller-central) [SendGrid](https://www.stacksync.com/connectors/sendgrid) [PostgreSQL](https://www.stacksync.com/connectors/postgresql) [Amazon RDS](https://www.stacksync.com/connectors/amazon-rds) [Snowflake](https://www.stacksync.com/connectors/snowflake) [Supabase](https://www.stacksync.com/connectors/supabase) [MySQL](https://www.stacksync.com/connectors/mysql) [SuiteAnalytics](https://www.stacksync.com/connectors/suite-analytics) [MariaDB](https://www.stacksync.com/connectors/mariadb) [SQL Server](https://www.stacksync.com/connectors/sql-server) [BigQuery](https://www.stacksync.com/connectors/bigquery) [MotherDuck](https://www.stacksync.com/connectors/motherduck) [Postgres Heroku](https://www.stacksync.com/connectors/postgres-heroku) [Airtable](https://www.stacksync.com/connectors/airtable) [AWS Aurora MySQL](https://www.stacksync.com/connectors/aws-aurora-mysql) [AWS Aurora PostgreSQL](https://www.stacksync.com/connectors/aws-aurora-postgresql) [Twilio](https://www.stacksync.com/connectors/twilio) [Browse the full catalog →](https://www.stacksync.com/connectors) Connector agent Don't see your app? Paste a URL. | | | | | --- | --- | --- | | | Fetched OpenAPI spec 47 endpoints discovered | OK | | | Inferred auth, OAuth 2.0 Authorization code flow | OK | | | Generated 12 trigger templates customer.created · order.paid · … | OK | | | Validating against sandbox running 24 test calls | … | [Generate connector](https://www.stacksync.com/connectors) CUSTOMER STORIES ## Global enterprises and high-growth teams run on Stacksync. E-Commerce · DTC · Provo, UT ### Black Friday at scale, without losing a single order. Just Ingredients runs a high-volume DTC business on a stack that has to absorb traffic spikes without dropping an order. Stacksync moves orders, customers and inventory between Shopify, NetSuite and the warehouse in real time, even on the heaviest days of the year. | | | | | --- | --- | --- | | Black Friday | survived without incident | Real-time order + inventory sync | | 0 | orders lost | Lossless triggers, replayable end-to-end | [Scale your e-commerce for Black Friday](https://www.stacksync.com/book-a-demo) Renewable Energy · Enterprise · Summit, NJ ### Production data flows across HubSpot, NetSuite and Postgres. Nautilus Solar manages community-solar portfolios with production data flowing across HubSpot, NetSuite and Postgres. Stacksync supports these core integrations following the company's move from Boomi, with additional workflow and EDI requirements managed on the same platform. | | | | | --- | --- | --- | | 3 | core systems connected | HubSpot · NetSuite · Postgres | | Production | integration environment | Expanded beyond legacy iPaaS | [Connect customer, finance and operational data](https://www.stacksync.com/book-a-demo) Interactive Commerce · Media Tech · New York, NY ### Engineers back on the core product. Eko's engineering team was spending sprints on brittle integration plumbing. Stacksync took over the syncs and workflows between their CRM, data warehouse and product app stack, freeing significant engineering capacity for product innovation. | | | | | --- | --- | --- | | 100% | integration ops handed off | CRM, warehouse and product app stack | | Weeks | reclaimed per quarter | Redirected to the product roadmap | [Free your engineers from integration work](https://www.stacksync.com/book-a-demo) Automotive Logistics · Enterprise · St. Louis, MO ### From Heroku Connect to a real-time competitive edge. ACERTUS replaced Heroku Connect with Stacksync's real-time, two-way sync between Salesforce and Postgres. Data integration stopped consuming their best engineers and became infrastructure they could build on, reliably, at scale. | | | | | --- | --- | --- | | Heroku | Connect → Stacksync | Migrated without downtime or data loss | | 24/7 | real-time two-way sync | Salesforce ⇄ Postgres, conflict-resolved | [Replace Heroku Connect with real-time two-way sync](https://www.stacksync.com/book-a-demo) Coffee Hardware · DTC · San Francisco, CA ### A connected stack from the showroom to the warehouse. Fellow ties together its e-commerce, retail and back-office systems with Stacksync. Inventory, orders and customer data move in real time between Shopify, NetSuite and their support tools, so every team works from the same picture. | | | | | --- | --- | --- | | One | source of truth across systems | Shopify ⇄ NetSuite ⇄ support stack | | Days | to roll out new flows | No-code config, version-controlled | [Unify your retail and back-office stack](https://www.stacksync.com/book-a-demo) 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 LEGACY IPAAS MIGRATION FUND ## Still under contract? We cover the buyout. Stacksync buys back your current contract with Boomi, Celigo, Workato, or MuleSoft. No migration cost, no overlap billing. [Check your eligibility for the migration fund](https://www.stacksync.com/book-a-demo) | | | | --- | --- | | | Migrate from Boomi | | Celigo | Migrate from Celigo | | | Migrate from Workato | | | Migrate from MuleSoft | | | Migrate from Heroku Connect | ## Your last integration took months. Your next one takes a prompt. [Book a demo](https://www.stacksync.com/book-a-demo) [Get started](https://app.stacksync.com/) Find your operating context ## Integration and automation for your industry ### [Construction services and installation](https://www.stacksync.com/industry/construction) Connect customer, project, material and billing records for companies that sell, supply, install and maintain physical systems. - [Commercial HVAC, plumbing and electrical contractors](https://www.stacksync.com/industry/construction/commercial-mep-contractors) - [Commercial flooring and interior installation](https://www.stacksync.com/industry/construction/commercial-flooring-interiors) - [Fire, life-safety and security integrators](https://www.stacksync.com/industry/construction/fire-life-safety-security-integrators) - [Solar installation and O&M services](https://www.stacksync.com/industry/construction/solar-installation-service) - [Fencing fabrication and installation](https://www.stacksync.com/industry/construction/fencing-fabrication-installation) - [Modular and prefab building supply and installation](https://www.stacksync.com/industry/construction/modular-prefab-building-installation) ### [Consumer packaged goods](https://www.stacksync.com/industry/cpg) Two-way sync, workflow automation, Genies, and EDI for CPG companies combining manufacturing, distribution, wholesale, and ecommerce. - [Packaged food and snacks](https://www.stacksync.com/industry/cpg/packaged-food-snacks) - [Nutrition and supplements](https://www.stacksync.com/industry/cpg/nutrition-supplements) - [Beverages](https://www.stacksync.com/industry/cpg/beverages) - [Personal care](https://www.stacksync.com/industry/cpg/personal-care) - [Household consumables](https://www.stacksync.com/industry/cpg/household-consumables) - [Pet food and treats](https://www.stacksync.com/industry/cpg/pet-food-treats) ### [Manufacturing](https://www.stacksync.com/industry/manufacturing) Two-way sync, workflow automation, Genies and EDI for manufacturers whose customer commitments depend on current production, purchasing and service records. - [Metal fabrication and machining](https://www.stacksync.com/industry/manufacturing/metal-fabrication-machining) - [Plastics and molding](https://www.stacksync.com/industry/manufacturing/plastics-molding) - [Industrial equipment and machinery](https://www.stacksync.com/industry/manufacturing/industrial-equipment-machinery) - [Building products manufacturing](https://www.stacksync.com/industry/manufacturing/building-products) - [Automotive components](https://www.stacksync.com/industry/manufacturing/automotive-components) - [Electrical and electronic components](https://www.stacksync.com/industry/manufacturing/electrical-electronic-components)