Real-time
Two-way sync
Changes in Affinity or Servicemax instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Business productivity
Affinity to Servicemax integration — real-time, two-way sync
Keep Affinity and Servicemax 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 Servicemax
Sync what happens in Servicemax 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 Servicemax 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 Products, Work Orders, Work Details, Installed Products in Servicemax to Opportunities, Field Values, Notes, Interactions in Affinity with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Affinity, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Keep Installed Products (SVMXC__Installed_Product__c) aligned with an asset or IoT database for warranty, entitlement, and service-history reporting.
- 02 Consolidate Service Contracts and entitlement data into a warehouse for renewal forecasting and SLA compliance dashboards.
- 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 Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Affinity sync into Servicemax, so people working there have the context without switching tools.
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Affinity, and refreshes keep them from going stale.
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Affinity, so revenue context lives with the relationship.
What you can sync between Affinity and Servicemax
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 | Servicemax objects | How this pairing syncs | |
|---|---|---|---|
| List Entries The membership of a person, organization, or opportunity on a list, carrying its list-specific fields. | Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | List Entries is specific to Affinity and Accounts to Servicemax — 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. | Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Persons is specific to Affinity and Contacts to Servicemax — each maps to any object or custom field on the other side. | |
| Organizations Company records matched to accounts in other systems by domain. | Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Organizations is specific to Affinity and Cases to Servicemax — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Products Standard Salesforce Product2; catalog of serviceable products and spare parts referenced by Installed Products and Work Details. | Opportunities is specific to Affinity and Products to Servicemax — 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. | Work Orders SVMXC__Service_Order__c; the core field-service job record for install, repair, and maintenance; synced two-way with databases and pushed to ERPs at close. | Field Values is specific to Affinity and Work Orders to Servicemax — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Work Details SVMXC__Service_Order_Line__c; line items on a Work Order for labor, parts used, and expenses; read out for billing or written back with usage. | Notes is specific to Affinity and Work Details to Servicemax — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Servicemax
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 Servicemax 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 Servicemax through its API, with automatic retries and rate-limit backoff.
Servicemax Affinity Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
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.
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
What ships with Affinity ⇄ Servicemax
Connect Affinity and Servicemax for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Servicemax connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Servicemax 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 Servicemax record.
Observability
Monitoring
Track your Affinity ⇄ Servicemax 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 Servicemax.
How the Affinity and Servicemax 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
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
How it works
How to connect Affinity to Servicemax — 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 Servicemax 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
Servicemax
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Servicemax 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 ⇄ ServicemaxCustomers 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 ServicemaxCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Servicemax integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Servicemax: 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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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 Servicemax 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 Servicemax connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Affinity–Servicemax integration in-house.
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Yes — Stacksync ships production-grade connectors for both Affinity and Servicemax. 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 Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. 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 Servicemax side: Products, Work Orders, Work Details, Installed Products, plus custom fields where Servicemax exposes them. On the Affinity side: Opportunities, Field Values, Notes, Interactions. Stacksync auto-detects both schemas and converts types between the two systems.
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 517 integrations available for Affinity and Servicemax.
Popular · 7 of 517
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Affinity ⇄ Agiloft -
Affinity ⇄ Gainsight -
Affinity ⇄ Ironclad -
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Servicemax ⇄ SAP Sales Cloud -
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Servicemax ⇄ SugarCRM
No integrations match .
