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Customer.io to eClinicalWorks integration — real-time, two-way sync

Keep Customer.io 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 Customer.io and eClinicalWorks

Stop re-entering the same information in Customer.io and eClinicalWorks: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Segments, Campaigns, Broadcasts, Deliveries / Messages in Customer.io with Documents, Diagnostic reports, Patients, Appointments in eClinicalWorks in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • Keep unsubscribe and subscription-preference state consistent between Customer.io and the CRM to avoid compliance gaps.
  • Sync account-level objects and their person relationships for B2B messaging keyed to company attributes.
  • Land encounter and billing-context data in a warehouse for utilization and revenue-cycle reporting.
  • Feed appointment events to reminder and messaging platforms to reduce no-shows.

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where eClinicalWorks is where the team documents or plans: keep its data fed

Information that originates in Customer.io stays current in eClinicalWorks instead of going stale after a one-time paste.

What you can sync between Customer.io 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.

Customer.io objects eClinicalWorks objects
Deliveries / Messages Per-recipient message records whose lifecycle events flow out through reporting webhooks. Appointments Scheduling records available via FHIR and HL7 SIU messages, synced for reminders and outreach.
Newsletters Recurring email sends with performance metrics available for reporting syncs. Encounters Visit records tying diagnoses, providers, and billing context together.
People Profiles with attributes, matched on identifiers like id or email; the main write target of data syncs. Practitioners Provider records used to keep directories and scheduling systems consistent.
Objects Non-person entities such as accounts or companies, related to people for account-level messaging. Observations Labs and vitals, delivered via FHIR resources or HL7 ORU result messages.
Events Behavioral events sent via the Track API that trigger campaigns. Medications Prescription and medication-list data within the patient record.
Segments Attribute- or event-based groups; data syncs feed the attributes segments evaluate. Allergies Allergy and intolerance entries in the clinical record.
What ships with Customer.io ⇄ eClinicalWorks

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Customer.io 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 Customer.io or eClinicalWorks record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Customer.io and eClinicalWorks connectors work

Customer.io

Integration surface
REST APIs split by purpose: Track API for data ingestion, App API for campaigns, people lookups, and messages
Authentication
Basic auth with site ID and API key for the Track API; bearer token for the App API
Change detection
Reporting webhooks push message and delivery events; person attribute changes are not streamed and require source-side detection
Capabilities
read · write · webhooks
Rate limits
Subject to per-API rate limits documented by Customer.io

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 Customer.io 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 Customer.io 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
    Customer.io connected
    eClinicalWorks connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Customer.io 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 · Customer.io ⇄ 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
    Customer.io eClinicalWorks
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Customer.io 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 Customer.io and eClinicalWorks.

Popular · 8 of 386
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