Skip to content
Business productivity ⇄ AI

Agiloft to Autopilot integration — real-time, two-way sync

Keep Agiloft and Autopilot 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 Agiloft and Autopilot

Feed Agiloft's records into Autopilot for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.

Autopilot works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Agiloft, the tool the team uses every day. So the value of Autopilot depends on two flows that most teams stitch together with a custom script or a one-time export: getting Agiloft's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.

Stacksync syncs Attachments, Approvals, Tasks, Clause Library from Agiloft into Autopilot continuously, so the model always works from current records instead of a snapshot, and writes Smart Segments, Journeys (Triggers), Activities, Contacts, the scores, labels, summaries, drafts, and embedding metadata Autopilot produces, back onto the matching record in Agiloft. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.

You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 04 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.

Common sync patterns

Where Autopilot classifies or scores: results land on the record

Categories, sentiment, priority, or scores produced by Autopilot write back onto the matching record in Agiloft, so the team acts on them in the tool they already use.

Where Autopilot generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Autopilot sync onto the Agiloft record as a field or note, ready for a person to review before it goes out.

Every output routes back to the right record

Because each item is matched on a stable identifier, an Autopilot result always attaches to the record in Agiloft it was computed from, with no manual reconciliation.

What you can sync between Agiloft and Autopilot

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 Autopilot objects How this pairing syncs
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. Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Contracts is specific to Agiloft and Custom Fields to Autopilot — each maps to any object or custom field on the other side.
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. Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Companies is specific to Agiloft and Smart Segments to Autopilot — each maps to any object or custom field on the other side.
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. Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. People is specific to Agiloft and Journeys (Triggers) to Autopilot — 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. Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Attachments is specific to Agiloft and Activities to Autopilot — 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. Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Approvals is specific to Agiloft and Contacts to Autopilot — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Tasks is specific to Agiloft and Lists to Autopilot — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Autopilot

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 Autopilot 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 Autopilot through its API, with automatic retries and rate-limit backoff.

Autopilot Agiloft Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

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.
  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Agiloft ⇄ Autopilot

Connect Agiloft and Autopilot for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Autopilot connection.

Real-time

Two-way sync

Changes in Agiloft or Autopilot instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Autopilot 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 Autopilot record.

Observability

Monitoring

Track your Agiloft ⇄ Autopilot 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 Autopilot.

How the Agiloft and Autopilot 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.

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide
How it works

How to connect Agiloft to Autopilot — 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.

  1. 01

    Connect your apps

    Authenticate Agiloft and Autopilot with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    Autopilot connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Autopilot 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ Autopilot
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft Autopilot
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

Agiloft and Autopilot integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 380 integrations available for Agiloft and Autopilot.

Popular · 7 of 380
All Agiloft integrations All Autopilot integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own