Real-time
Two-way sync
Changes in Affinity or Rillet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Affinity to Rillet integration — real-time, two-way sync
Keep Affinity and Rillet 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Affinity and Rillet
Sync customers, invoices, and payment status between Rillet and Affinity in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Affinity knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Vendor, Invoice, Credit Memo, Bill in Rillet to Reminders, Lists, List Entries, Persons in Affinity with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
- Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
- Keep introductions and relationship data from Affinity aligned with outreach tools used by the team.
- Sync notes and reminders into project or task systems used outside the deal team.
Collections with context
Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.
Where Affinity tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Rillet appears on the account in Affinity, so reps see overdue balances before they promise the next order.
What you can sync between Affinity and Rillet
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 | Rillet objects | |
|---|---|---|
| Reminders Follow-up tasks associated with people and organizations. | Bill Synced with incremental and full sync per the Stacksync docs. | |
| Lists Pipelines (deal flow, fundraising, portfolio) that structure most Affinity data; syncs usually target a specific list. | Journal Entry Synced with incremental and full sync per the Stacksync docs. | |
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Invoice Payment Synced with incremental and full sync per the Stacksync docs. | |
| Persons Contact records enriched with relationship intelligence, synced with CRMs and outreach tools. | Charge Synced with incremental and full sync per the Stacksync docs. | |
| Organizations Company records matched to accounts in other systems by domain. | Reimbursement Synced with incremental and full sync per the Stacksync docs. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Custom Field Synced with incremental and full sync per the Stacksync docs. |
What ships with Affinity ⇄ Rillet
Connect Affinity and Rillet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Rillet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Rillet 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 Rillet record.
Observability
Monitoring
Track your Affinity ⇄ Rillet 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 Rillet.
How the Affinity and Rillet 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
Rillet
- Integration surface
- REST API (OpenAPI-specified, with production and sandbox environments)
- Authentication
- API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
- Change detection
- Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- Subject to the platform's API rate limits.
How it works
How to connect Affinity to Rillet — 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 Rillet 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
Rillet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Rillet 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 ⇄ RilletCustomers 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 RilletCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Rillet integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Rillet: 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 Rillet. 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 Rillet: Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h). 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 Rillet side: Vendor, Invoice, Credit Memo, Bill, plus custom fields where Rillet exposes them. On the Affinity side: Reminders, Lists, List Entries, Persons. 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 Rillet: Collections with context; Where Affinity tracks deals: closed-won creates the finance record; Payment status on the account. Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.
SECURITY
Security teams love 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 386 integrations available for Affinity and Rillet.
Popular · 8 of 386
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Affinity ⇄ Pigment -
Affinity ⇄ QuickBooks -
Affinity ⇄ Stripe -
Affinity ⇄ Workday -
Rillet ⇄ Pipedrive -
Rillet ⇄ Zoho CRM -
Rillet ⇄ Shopify -
Rillet ⇄ 6sense
No integrations match .
