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CRM ⇄ Business productivity

Affinity to eClinicalWorks integration — real-time, two-way sync

Keep Affinity and eClinicalWorks 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 Affinity and eClinicalWorks

Sync what happens in eClinicalWorks with the customer records in Affinity, 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 eClinicalWorks 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 Allergies, Immunizations, Documents, Diagnostic reports in eClinicalWorks to Persons, Organizations, Opportunities, Field Values in Affinity with bi-directional, real-time sync. Activity and record changes in eClinicalWorks update the matching contact or account in Affinity, and CRM data flows the other way wherever eClinicalWorks can store and use it.

Common use cases

  • Keep provider directories consistent between eClinicalWorks and scheduling or marketing systems.
  • Push referral or intake data captured in external forms into the EHR via HL7 interfaces.
  • Push enrichment data computed elsewhere into Affinity field values on list entries.
  • Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.

Where eClinicalWorks processes payments

Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.

Where eClinicalWorks can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Affinity sync into eClinicalWorks, so people working there have the context without switching tools.

Where eClinicalWorks runs outreach

Prospects, sends, and replies sync into Affinity, keeping lead status current without manual imports.

What you can sync between Affinity and eClinicalWorks

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.

Affinity objects eClinicalWorks objects
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Encounters Visit records tying diagnoses, providers, and billing context together.
Notes Meeting and call notes synced for record-keeping in other systems. Practitioners Provider records used to keep directories and scheduling systems consistent.
Interactions Automatically captured emails and meetings, read for activity reporting. Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages.
Reminders Follow-up tasks associated with people and organizations. Medications Prescription and medication-list data within the patient record.
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Allergies Allergy and intolerance entries in the clinical record.
List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. Immunizations Vaccination history exposed for registries and patient apps.
What ships with Affinity ⇄ eClinicalWorks

Connect Affinity and eClinicalWorks for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–eClinicalWorks connection.

Real-time

Two-way sync

Changes in Affinity or eClinicalWorks instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or eClinicalWorks 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 Affinity or eClinicalWorks record.

Observability

Monitoring

Track your Affinity ⇄ eClinicalWorks sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Affinity and eClinicalWorks.

How the Affinity and eClinicalWorks connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits

eClinicalWorks

Integration surface
FHIR R4 REST API plus HL7 v2 interfaces (ADT, SIU, ORU) through an interface engine
Authentication
OAuth 2.0 / SMART on FHIR for the FHIR API; site-configured credentials for HL7 interface connections
Change detection
HL7 interface feeds push event messages as they occur; the FHIR API is polled
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and interface throughput agreements
How it works

How to connect Affinity to eClinicalWorks — 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.

  1. 01

    Connect your apps

    Authenticate Affinity and eClinicalWorks with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Affinity connected
    eClinicalWorks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and eClinicalWorks 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Affinity ⇄ eClinicalWorks
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Affinity eClinicalWorks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Affinity and eClinicalWorks integration FAQ

SECURITY

Security teams love 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
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
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 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Affinity and eClinicalWorks.

Popular · 8 of 386
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