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Business productivity ⇄ CRM

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

Keep NextGen Healthcare and Salesmate 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 NextGen Healthcare and Salesmate

Sync what happens in NextGen Healthcare with the customer records in Salesmate, 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 Appointments, Encounters, Providers, Clinical Documents in NextGen Healthcare to Companies, Deals, Activities, Pipelines and Stages in Salesmate with bi-directional, real-time sync. Activity and record changes in NextGen Healthcare update the matching contact or account in Salesmate, and CRM data flows the other way wherever NextGen Healthcare can store and use it.

Common use cases

  • Push appointment schedules to reminder and communication tools and write confirmations back.
  • Land encounters and charges in a warehouse for revenue-cycle and utilization analytics.
  • Push product and pricing data from an ERP or billing system into Salesmate so deals reference current catalog items.
  • Hand off won deals to invoicing or accounting tools automatically.

Where NextGen Healthcare can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Salesmate 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 Salesmate, and refreshes keep them from going stale.

Where NextGen Healthcare processes payments

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

What you can sync between NextGen Healthcare and Salesmate

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.

NextGen Healthcare objects Salesmate objects
Clinical Documents Notes and attachments exchanged with referral and document-management workflows. Deals Pipeline opportunities with stage and value, synced out for revenue reporting.
Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. Activities Calls, emails, and tasks logged against records and exported for analytics.
Lab Results Result data read for patient-facing portals and analytics. Pipelines and Stages Sales process definitions read for stage mapping in syncs.
Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse systems. Products Catalog items attached to deals, typically sourced from an ERP or billing system.
Charges & Billing Practice-management financial data synced for revenue-cycle analytics. Notes Free-text records synced for context in support or success tools.
Patients Demographic records synced to CRMs and engagement tools for outreach and intake. Users Team member records used for ownership mapping.
What ships with NextGen Healthcare ⇄ Salesmate

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the NextGen Healthcare and Salesmate connectors work

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.

Salesmate

Integration surface
REST API
Authentication
Access token (API key) sent as a request header
Change detection
Webhook triggers via the platform's automation features, with scheduled polling on modified timestamps as fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

NextGen Healthcare and Salesmate 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 NextGen Healthcare and Salesmate.

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