Real-time
Two-way sync
Changes in Affinity or Egnyte instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
Affinity to Egnyte integration — real-time, two-way sync
Keep Affinity and Egnyte 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
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Affinity and Egnyte
Keep the paperwork with the relationship: Affinity and Egnyte share every customer's records and files in real time, in both directions.
Affinity holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.
Stacksync keeps Reminders, Lists, List Entries, Persons in Affinity aligned with Events and Audit reports, Files, Folders, Users in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Affinity; and records from Affinity can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.
Common use cases
- 01 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
- 02 Push enrichment data computed elsewhere into Affinity field values on list entries.
- 03 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.
- 04 Stream Egnyte audit Events (file, login, permission, and Link changes) into a warehouse or SIEM for compliance and governance reporting.
Common sync patterns
One place for a customer's files
Attachments that accumulate against a record in Affinity collect in that customer's folder in Egnyte, so the full document history lives in one place and is reachable by anyone who needs it.
A folder per account or deal
When an account or deal is created in Affinity, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Egnyte surfaces as a link on the matching record in Affinity, so the customer's paperwork sits with the relationship instead of a shared drive.
What you can sync between Affinity and Egnyte
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 | Egnyte objects | How this pairing syncs | |
|---|---|---|---|
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | Opportunities is specific to Affinity and Groups to Egnyte — 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. | Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. | Field Values is specific to Affinity and Permissions to Egnyte — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. | Notes is specific to Affinity and Links to Egnyte — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. | Interactions is specific to Affinity and Metadata to Egnyte — each maps to any object or custom field on the other side. | |
| Reminders Follow-up tasks associated with people and organizations. | Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. | Reminders is specific to Affinity and Events and Audit reports to Egnyte — 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. | Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. | Lists is specific to Affinity and Files to Egnyte — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Egnyte
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 Egnyte 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 Egnyte through its API, with automatic retries and rate-limit backoff.
Egnyte Affinity Sub-second propagation
DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.
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.
- Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Affinity ⇄ Egnyte
Connect Affinity and Egnyte for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Egnyte connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Egnyte 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 Egnyte record.
Observability
Monitoring
Track your Affinity ⇄ Egnyte 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 Egnyte.
How the Affinity and Egnyte 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
Egnyte
- Integration surface
- REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
- Authentication
- OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
- Change detection
- Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
- Capabilities
- read · write · webhooks
- Rate limits
- Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
How it works
How to connect Affinity to Egnyte — 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 Egnyte 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
Egnyte
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Egnyte 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 ⇄ EgnyteCustomers 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 EgnyteCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Egnyte integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Egnyte: authenticate both systems, choose the objects to sync (such as Affinity's Opportunities and Field Values), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Affinity: REST API. Authentication: API key. Egnyte: REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints. Authentication: OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header. Stacksync manages authentication, retries, and rate limits on both sides.
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Affinity: Affinity captures email and calendar interactions automatically, so much of its activity data is generated rather than manually entered. Egnyte: Effective folder permissions combine group and individual grants; the Permissions API can return the computed effective permission for a user on a folder. Stacksync's field mapping accounts for these differences between Affinity and Egnyte 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 Egnyte 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 Egnyte connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Egnyte integration in-house.
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Yes — Stacksync ships production-grade connectors for both Affinity and Egnyte. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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 503 integrations available for Affinity and Egnyte.
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