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CRM ⇄ Business productivity

Gladly to NextGen Healthcare integration — real-time, two-way sync

Keep Gladly and NextGen Healthcare 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 Gladly and NextGen Healthcare

Sync what happens in NextGen Healthcare with the customer records in Gladly, 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 NextGen Healthcare 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 Insurance / Coverage, Charges & Billing, Patients, Appointments in NextGen Healthcare to Conversation items, Agents, Topics, Tasks in Gladly with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Gladly, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Keep provider directories consistent between the EHR, the website, and scheduling tools.
  • Feed referral data into intake workflows so new patients are registered without rekeying.
  • Mirror conversations and topics into a warehouse for CX analytics and staffing models.
  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.

Where NextGen Healthcare processes payments

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

Where NextGen Healthcare can store CRM context: fields kept current

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

Where NextGen Healthcare supplies contact or company data

Enriched fields land directly on records in Gladly, and refreshes keep them from going stale.

What you can sync between Gladly and NextGen Healthcare

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.

Gladly objects NextGen Healthcare objects
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Appointments Schedule data read and written for reminders, self-scheduling, and capacity reporting.
Agents User records used to attribute work in CX analytics. Encounters Visit records landed in analytics stores for utilization and quality reporting.
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Providers Clinician and location directories kept consistent across scheduling and web systems.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Clinical Documents Notes and attachments exchanged with referral and document-management workflows.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Lab Results Result data read for patient-facing portals and analytics.
What ships with Gladly ⇄ NextGen Healthcare

Connect Gladly and NextGen Healthcare for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Gladly–NextGen Healthcare connection.

Real-time

Two-way sync

Changes in Gladly or NextGen Healthcare instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or NextGen Healthcare 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 Gladly or NextGen Healthcare record.

Observability

Monitoring

Track your Gladly ⇄ NextGen Healthcare sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Gladly and NextGen Healthcare.

How the Gladly and NextGen Healthcare connectors work

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.
How it works

How to connect Gladly to NextGen Healthcare — 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 Gladly and NextGen Healthcare 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
    Gladly connected
    NextGen Healthcare connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Gladly and NextGen Healthcare 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 · Gladly ⇄ NextGen Healthcare
    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
    Gladly NextGen Healthcare
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Gladly and NextGen Healthcare 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 Gladly and NextGen Healthcare.

Popular · 8 of 386
All Gladly integrations All NextGen Healthcare integrations Browse all integrations
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