Real-time
Two-way sync
Changes in Affinity or Okta instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Security and identity
Affinity to Okta integration — real-time, two-way sync
Keep Affinity and Okta 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 Okta
Keep the people Affinity and Okta both track in agreement in real time: the internal users who own records in Affinity, and the customer login accounts in Okta.
A CRM and an identity system usually describe different populations. Affinity tracks customers, contacts, and the deals in motion; Okta 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 Okta provisions and disables, and when Okta also runs the login accounts for your product, the customers in Affinity are the same users Okta authenticates. Left unconnected, a departure in Okta leaves stale ownership sitting in Affinity, and a signup in Okta never reaches the account it belongs to.
Stacksync syncs Opportunities, Field Values, Notes, Interactions in Affinity with Group Rules, Factors (Authenticators), Policies, System Log in Okta 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 Push enrichment data computed elsewhere into Affinity field values on list entries.
- 02 Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
- 03 Read Application assignments and Factors into a database to report on who can reach which app and which users have strong MFA enrolled.
- 04 Drive Group Rules and policy assignments from HR attributes so access changes the moment a title, department, or location changes.
Common sync patterns
Where Okta runs customer login accounts: identity on the customer record
Signup, account status, multi-factor enrollment, and last-login from Okta 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 Okta 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 Okta
A won or activated customer in Affinity can create or update the corresponding user or account in Okta, so provisioning starts from the CRM record instead of a separate ticket.
What you can sync between Affinity and Okta
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 | Okta objects | How this pairing syncs | |
|---|---|---|---|
| Reminders Follow-up tasks associated with people and organizations. | Policies Sign-on, password, and authenticator-enrollment policies with their rules; read to audit access controls or updated to manage them centrally. | Reminders is specific to Affinity and Policies to Okta — 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. | System Log Immutable audit event stream of logins, admin changes, and lifecycle events; read-only, polled by timestamp and used as the change feed and SIEM source. | Lists is specific to Affinity and System Log to Okta — each maps to any object or custom field on the other side. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Devices Registered and managed device records tied to users; read to correlate access with device posture and to feed inventory or conditional-access reporting. | List Entries is specific to Affinity and Devices to Okta — 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. | Users Universal Directory user records with profile attributes, credentials, and lifecycle status (staged, active, suspended, deprovisioned); full CRUD, so users are created, updated, activated, and deactivated to match an HR or identity source. | Persons is specific to Affinity and Users to Okta — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Groups Okta groups (OKTA_GROUP, APP_GROUP, BUILT_IN) and their memberships; OKTA_GROUP records and membership are written to drive app and resource access. | Organizations is specific to Affinity and Groups to Okta — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Applications App integrations (SAML, OIDC, SWA) with per-user and per-group assignments; read and updated to manage which identities can reach each downstream app. | Opportunities is specific to Affinity and Applications to Okta — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Okta
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 Okta 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 Okta through its API, with automatic retries and rate-limit backoff.
Okta Affinity Sub-second propagation
DetectionOkta notifies Stacksync of record changes through webhook events. Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time.
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.
- Okta: Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
What ships with Affinity ⇄ Okta
Connect Affinity and Okta for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Okta connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Okta 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 Okta record.
Observability
Monitoring
Track your Affinity ⇄ Okta 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 Okta.
How the Affinity and Okta 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
Okta
- Integration surface
- REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
- Authentication
- SSWS API tokens (Authorization: SSWS {token}) scoped to the creating admin's permissions, or OAuth 2.0 for Okta service apps using a private-key-JWT client-credentials grant with granular scopes (DPoP supported)
- Change detection
- Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed
- Capabilities
- read · write · webhooks
- Rate limits
- Rate limits are enforced per org, per endpoint group, per minute and vary by Okta edition; responses carry X-Rate-Limit-Limit, X-Rate-Limit-Remaining, and X-Rate-Limit-Reset headers and exceeding one returns HTTP 429. The System Log is more tightly limited (about 120 requests/minute) and a separate concurrent-request cap (default 75 in-flight transactions) also applies.
How it works
How to connect Affinity to Okta — 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 Okta 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
Okta
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Okta 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 ⇄ OktaCustomers 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 OktaCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Okta integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Okta: authenticate both systems, choose the objects to sync (such as Affinity's Reminders and Lists), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes — Stacksync ships production-grade connectors for both Affinity and Okta. 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 Okta: Event Hooks send an HTTPS POST to a subscribed endpoint on events such as user.lifecycle.create and group.user_membership.add (after a one-time verification handshake); the System Log API (/api/v1/logs) is polled by the since parameter and the next Link header for a near-real-time change feed. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Affinity side: Opportunities, Field Values, Notes, Interactions, plus custom fields where Affinity exposes them. On the Okta side: Group Rules, Factors (Authenticators), Policies, System Log. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Okta: Where Okta runs customer login accounts: identity on the customer record; Group and entitlement membership as CRM fields; Where a closed deal should provision access: Affinity drives Okta. Signup, account status, multi-factor enrollment, and last-login from Okta land on the matching contact or account in Affinity, so go-to-market teams see who has actually activated and who has gone dormant.
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
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