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Business productivity

Connect Agiloft to any app with two-way sync.

Two-way sync Agiloft across all your CRMs, databases, data warehouses, EDI systems, and AI tools, with custom workflows tailored to your data.

  • 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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Object catalog

What Stacksync syncs in Agiloft.

These objects sync between Agiloft and any connected system, with field-level mapping and conflict resolution. Custom fields are picked up from the live schema where Agiloft exposes them.

Contracts
The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM.
Companies
Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP.
People
Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records.
Attachments
File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in.
Approvals
Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions.
Tasks
Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system.
Clause Library
Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth.
Custom tables
Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables.
API surface

How Stacksync connects to Agiloft.

The connector runs on Agiloft's native API. Stacksync manages authentication, rate limits, retries, and schema changes so your team does not maintain integration code.

Connection
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Sync directions

  • Read Supported
  • Write Supported
  • Change data capture Not available
  • Webhooks Supported
What ships with Agiloft

Connect Agiloft for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Agiloft instantly reflect across connected systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft 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 Agiloft record.

Observability

Monitoring

Track your Agiloft sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions.

Use cases

What teams run on the Agiloft connector.

Agiloft is the contract lifecycle management (CLM) and no-code business-process system of record for legal and procurement teams at mid-market and enterprise organizations. It holds the authoritative copy of contracts, counterparties (Companies and People), attachments, approvals, and the workflows that route them. Because the platform is fully configurable, teams also build custom tables for NDAs, SOWs, and vendor risk on the same engine. Legal ops and IT own it, and they need contract data, approval status, and party records flowing into their CRM, ERP, and warehouse.

  • Legal operations
  • Contract managers
  • RevOps
  • IT and integration teams
  • Procurement and vendor management

  1. Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.

  2. Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.

  3. Sync Companies and People (Employees and Contacts) with a CRM so counterparties, signers, and account owners match Salesforce or HubSpot.

  4. Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.

  5. Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.

  6. Two-way sync Contracts between Agiloft and a warehouse or ERP so value, renewal dates, and status stay aligned, and edits made in either system flow back onto the same contract record.

All Agiloft integrations

Pick the system you need to keep in sync with Agiloft. Each page covers the sync setup, field mapping, and common workflows for that pair.

CRM · 31

ERP · 24

Database · 12

Data warehouse · 8

Business productivity · 31

Accounting and finance · 13

How it works

Set up Agiloft in minutes, without APIs.

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 Agiloft with its 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
    Agiloft connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft objects to sync — Stacksync auto-detects the schema, 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 · Agiloft
    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
    Agiloft database
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft connector FAQ

What can I sync with the Agiloft connector?

Agiloft's core objects — Contracts, Companies, People, Attachments and custom fields — can sync with any of 302 other systems. Every integration is real-time and bidirectional, with field-level mapping and conflict resolution.

How does Stacksync connect to Agiloft?

Via REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API, authenticated with OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login. Changes are detected as follows — native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.. Stacksync manages rate limits, retries, and schema changes automatically.

Is the Agiloft connector two-way?

Yes. Changes made in Agiloft propagate to the connected system and vice versa, in milliseconds. One-way flows are also supported when a direction should stay read-only.

How long does an Agiloft integration take to set up?

Most Agiloft integrations go live in minutes: authenticate Agiloft and the other system, pick objects and fields, and enable the sync. No code and no infrastructure to manage.

Is Agiloft data secure in transit?

Stacksync is SOC 2 Type II, ISO 27001, GDPR and HIPAA compliant. Agiloft data is encrypted in transit, and a zero-persistent-storage architecture means records are not retained after a sync operation.

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
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
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