Real-time
Two-way sync
Changes in Agiloft or Attio instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Agiloft to Attio integration — real-time, two-way sync
Keep Agiloft and Attio in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Agiloft and Attio
Sync what happens in Agiloft with the customer records in Attio, 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 Agiloft 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 Companies, People, Attachments, Approvals in Agiloft to Custom objects, People, Companies, Users in Attio with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Attio, and CRM data flows the other way wherever Agiloft can store and use it.
Common use cases
- 01 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
- 02 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
- 03 Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
- 04 Keep Attio aligned with a billing system or ERP on customer records and plan status.
Common sync patterns
Where Agiloft can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Attio sync into Agiloft, so people working there have the context without switching tools.
Where Agiloft supplies contact or company data
Enriched fields land directly on records in Attio, and refreshes keep them from going stale.
Where Agiloft processes payments
Charges, refunds, and subscription changes appear on the account in Attio, so revenue context lives with the relationship.
What you can sync between Agiloft and Attio
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.
| Agiloft objects | Attio objects | How this pairing syncs | |
|---|---|---|---|
| Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. | Companies Standard company object; matched to billing and product accounts in two-way syncs. | 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. | |
| People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. | People Standard person object; synced with marketing tools and warehouse person tables. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| Custom tables Agiloft is a no-code platform, so any customer-built table (NDAs, SOWs, vendor risk, renewals) exposes the same REST and SOAP CRUD and syncs like the standard CLM tables. | Deals Pipeline records; read out for revenue reporting and written to from automation. | Custom tables is specific to Agiloft and Deals to Attio — each maps to any object or custom field on the other side. | |
| Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. | Workspaces Synced with incremental and full sync per the Stacksync docs. | Contracts is specific to Agiloft and Workspaces to Attio — each maps to any object or custom field on the other side. | |
| Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. | Custom objects Workspace-defined objects that behave like standard ones in the API. | Attachments is specific to Agiloft and Custom objects to Attio — each maps to any object or custom field on the other side. | |
| Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. | Users Synced with incremental and full sync per the Stacksync docs. | Approvals is specific to Agiloft and Users to Attio — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Attio
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.
Agiloft Attio Sub-second propagation
DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.
DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.
Attio Agiloft Sub-second propagation
DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.
DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
- Attio: Subject to the platform's published API rate limits.
What ships with Agiloft ⇄ Attio
Connect Agiloft and Attio for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Attio connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Attio 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 Agiloft or Attio record.
Observability
Monitoring
Track your Agiloft ⇄ Attio sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Agiloft and Attio.
How the Agiloft and Attio connectors work
Agiloft
- Integration surface
- REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
- Authentication
- OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
- Change detection
- Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
- Capabilities
- read · write · webhooks
- Rate limits
- Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
Attio
- Integration surface
- REST API
- Authentication
- Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
- Change detection
- Webhooks on record and list-entry events, with polling as a fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits.
How it works
How to connect Agiloft to Attio — 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 Agiloft and Attio with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Agiloft
connected
Attio
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Attio 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 · Agiloft ⇄ AttioCustomers 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.
Agiloft AttioCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Attio integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Attio: authenticate both systems, choose the objects to sync (such as Agiloft's Companies and People), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Agiloft and Attio connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Agiloft–Attio integration in-house.
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Yes — Stacksync ships production-grade connectors for both Agiloft and Attio. 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 Agiloft: Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log. On Attio: Webhooks on record and list-entry events, with polling as a fallback. 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 Agiloft side: Companies, People, Attachments, Approvals, plus custom fields where Agiloft exposes them. On the Attio side: Custom objects, People, Companies, Users. 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.
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 431 integrations available for Agiloft and Attio.
Popular · 6 of 431
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Agiloft ⇄ Zoho SalesIQ -
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Attio ⇄ GitHub -
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Attio ⇄ ConnectWise
No integrations match .
