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CRM ⇄ Security and identity

Affinity to Auth0 integration — real-time, two-way sync

Keep Affinity and Auth0 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 Affinity and Auth0

Keep the people Affinity and Auth0 both track in agreement in real time: the internal users who own records in Affinity, and the customer login accounts in Auth0.

A CRM and an identity system usually describe different populations. Affinity tracks customers, contacts, and the deals in motion; Auth0 governs who is allowed to sign in and what they can reach. Where the two meet is people. The reps who own records in Affinity are the same employees Auth0 provisions and disables, and when Auth0 also runs the login accounts for your product, the customers in Affinity are the same users Auth0 authenticates. Left unconnected, a departure in Auth0 leaves stale ownership sitting in Affinity, and a signup in Auth0 never reaches the account it belongs to.

Stacksync syncs Persons, Organizations, Opportunities, Field Values in Affinity with Roles, Organizations, Organization Members, Connections in Auth0 in real time and in both directions, matching on email or an external ID and mapping field by field. You decide which system owns which fields, and new users, role and group changes, deactivations, and account status move within seconds instead of waiting on a quarterly access review or a manual export.

Common use cases

  • 01 Sync notes and reminders into project or task systems used outside the deal team.
  • 02 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
  • 03 Provision and deprovision Users and Organization Members from an HRIS or CRM — create accounts and assign Roles on hire, delete on offboarding.
  • 04 Replicate Roles and Resource Server scopes into a database to audit which Users hold which permissions across every Application.

Common sync patterns

Where Auth0 runs customer login accounts: identity on the customer record

Signup, account status, multi-factor enrollment, and last-login from Auth0 land on the matching contact or account in Affinity, so go-to-market teams see who has actually activated and who has gone dormant.

Group and entitlement membership as CRM fields

Membership of a directory group or an entitlement in Auth0 maps to fields in Affinity, such as product tier, plan, or internal team, so segmentation reflects real access rather than a manual guess.

Where a closed deal should provision access: Affinity drives Auth0

A won or activated customer in Affinity can create or update the corresponding user or account in Auth0, so provisioning starts from the CRM record instead of a separate ticket.

What you can sync between Affinity and Auth0

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 Auth0 objects How this pairing syncs
Organizations Company records matched to accounts in other systems by domain. Organizations B2B customer tenants under /api/v2/organizations; synced two-way with a CRM or customer database to keep account records aligned with Auth0 orgs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Organization Members Membership records linking Users to Organizations with roles; written to provision and deprovision access as accounts change. Field Values is specific to Affinity and Organization Members to Auth0 — each maps to any object or custom field on the other side.
Notes Meeting and call notes synced for record-keeping in other systems. Connections Identity-provider configs (database, social, enterprise SAML/OIDC); typically read out to inventory how each tenant authenticates. Notes is specific to Affinity and Connections to Auth0 — each maps to any object or custom field on the other side.
Interactions Automatically captured emails and meetings, read for activity reporting. Clients (Applications) Registered applications and their metadata under /api/v2/clients; mirrored to a database for app and credential inventories. Interactions is specific to Affinity and Clients (Applications) to Auth0 — each maps to any object or custom field on the other side.
Reminders Follow-up tasks associated with people and organizations. Resource Servers (APIs) API definitions and their scopes; synced so permission catalogs used for access reviews stay current. Reminders is specific to Affinity and Resource Servers (APIs) to Auth0 — each maps to any object or custom field on the other side.
Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. Log Events Tenant events (logins, signups, failed logins, admin changes) from /api/v2/logs; read-only, streamed into a warehouse for security analytics. Lists is specific to Affinity and Log Events to Auth0 — each maps to any object or custom field on the other side.

How changes propagate between Affinity and Auth0

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 Auth0 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 Auth0 through its API, with automatic retries and rate-limit backoff.

Auth0 Affinity Sub-second propagation

DetectionAuth0 notifies Stacksync of record changes through webhook events. Event Streams and Log Streams deliver near-real-time user.created/updated/deleted and tenant events to a custom webhook or Amazon EventBridge.

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.
  • Auth0: Per-tenant limit of about 15 Management API requests/second (bursts to 50) on paid tenants; X-RateLimit-* headers and HTTP 429 signal throttling.
What ships with Affinity ⇄ Auth0

Connect Affinity and Auth0 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Auth0 connection.

Real-time

Two-way sync

Changes in Affinity or Auth0 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity or Auth0 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 Auth0 record.

Observability

Monitoring

Track your Affinity ⇄ Auth0 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 Auth0.

How the Affinity and Auth0 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

Auth0

Integration surface
Management API v2 (REST); Authentication API issues the access token
Authentication
OAuth 2.0 client credentials from a machine-to-machine application; scoped Bearer JWT where each operation needs its own scope (e.g. read:users, create:users, update:users) or returns 403
Change detection
Event Streams and Log Streams deliver near-real-time user.created/updated/deleted and tenant events to a custom webhook or Amazon EventBridge; polling falls back to the Get Users search filtered on updated_at
Capabilities
read · write · webhooks
Rate limits
Per-tenant limit of about 15 Management API requests/second (bursts to 50) on paid tenants; X-RateLimit-* headers and HTTP 429 signal throttling
How it works

How to connect Affinity to Auth0 — 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 Affinity and Auth0 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
    Affinity connected
    Auth0 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Affinity and Auth0 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 · Affinity ⇄ Auth0
    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
    Affinity Auth0
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Affinity and Auth0 integration FAQ

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
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 510 integrations available for Affinity and Auth0.

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