Real-time
Two-way sync
Changes in Affinity or Agiloft instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Affinity to Agiloft integration — real-time, two-way sync
Keep Affinity and Agiloft 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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Migrated from Celigo
Why teams connect Affinity and Agiloft
Sync what happens in Agiloft 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 Agiloft 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 People, Attachments, Approvals, Tasks in Agiloft to Notes, Interactions, Reminders, Lists in Affinity with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Affinity, and CRM data flows the other way wherever Agiloft can store and use it.
Common use cases
- 01 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
- 02 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
- 03 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
- 04 Push enrichment data computed elsewhere into Affinity field values on list entries.
Common sync patterns
Where Agiloft supplies contact or company data
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
Where Agiloft processes payments
Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.
Where Agiloft can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Affinity sync into Agiloft, so people working there have the context without switching tools.
What you can sync between Affinity and Agiloft
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 | Agiloft objects | How this pairing syncs | |
|---|---|---|---|
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | 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. | List Entries is specific to Affinity and Attachments to Agiloft — each maps to any object or custom field on the other side. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | 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. | Persons is specific to Affinity and Approvals to Agiloft — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | 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. | Organizations is specific to Affinity and Tasks to Agiloft — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | 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. | Opportunities is specific to Affinity and Clause Library to Agiloft — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | 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. | Field Values is specific to Affinity and Custom tables to Agiloft — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | 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. | Notes is specific to Affinity and Contracts to Agiloft — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Agiloft
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Agiloft Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.
Agiloft Affinity Sub-second propagation
DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Agiloft: 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.
What ships with Affinity ⇄ Agiloft
Connect Affinity and Agiloft for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Agiloft connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or 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 Affinity or Agiloft record.
Observability
Monitoring
Track your Affinity ⇄ Agiloft 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 Agiloft.
How the Affinity and Agiloft 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
Agiloft
- Integration surface
- 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.
- Capabilities
- read · write · webhooks
- 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.
How it works
How to connect Affinity to Agiloft — 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.
- 01
Connect your apps
Authenticate Affinity and Agiloft with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Agiloft
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Agiloft 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.
objects · Affinity ⇄ AgiloftCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity AgiloftCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Agiloft integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Agiloft: authenticate both systems, choose the objects to sync (such as Affinity's List Entries and Persons), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Agiloft: Native webhooks fire on record create, edit, or delete, and Agiloft verifies the callback URL with a GET handshake before delivering events; register them via POST /ewws/webhooks. Affinity: Custom fields can be global or scoped to a single list, which affects how field mappings are defined per pipeline. Stacksync's field mapping accounts for these differences between Affinity and Agiloft without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Affinity and Agiloft records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Affinity and Agiloft connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Agiloft integration in-house.
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Yes — Stacksync ships production-grade connectors for both Affinity and Agiloft. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Affinity: Webhook subscriptions for record events, supplemented by polling. On Agiloft: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 413 integrations available for Affinity and Agiloft.
Popular · 5 of 413
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Affinity ⇄ Microsoft 365 -
Affinity ⇄ Microsoft Dynamics 365 -
Affinity ⇄ Microsoft Teams -
Agiloft ⇄ Salesforce -
Agiloft ⇄ HubSpot
No integrations match .
