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Business productivity ⇄ AI

Agiloft to Azure OpenAI integration — real-time data sync

Keep Agiloft and Azure OpenAI 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 Azure OpenAI

Flow Azure OpenAI data into Agiloft in real time — no exports, no schedulers, no custom scripts.

Azure OpenAI is a read-only source: Stacksync reads its data in real time and delivers it into Agiloft, so Agiloft always reflects the current state of Azure OpenAI — without exports, scripts, or schedulers.

Azure OpenAI 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 Azure OpenAI 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 Companies, People, Attachments, Approvals from Agiloft into Azure OpenAI continuously, so the model always works from current records instead of a snapshot, and writes Deployments, Models, Fine-tuning jobs, Files, the scores, labels, summaries, drafts, and embedding metadata Azure OpenAI 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 Pull per-deployment TPM/RPM usage into a warehouse for FinOps chargeback and quota-exhaustion alerting.
  • 02 Mirror Assistants and Vector stores configuration into a database as an auditable inventory of retrieval assets and their linked files.
  • 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 Azure OpenAI generates text: drafts and summaries where the work happens

Summaries, suggested replies, or generated content from Azure OpenAI 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 Azure OpenAI result always attaches to the record in Agiloft it was computed from, with no manual reconciliation.

Build a retrieval corpus from Agiloft's records

Records, tickets, messages, or events from Agiloft sync into Azure OpenAI so they can be indexed, embedded, or retrieved as context, without a hand-built extraction job.

What you can sync between Agiloft and Azure OpenAI

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 Azure OpenAI objects How this pairing syncs
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. Assistants Persistent assistants (preview) with instructions, tools, and linked files; read as configuration inventory, not authored via sync. Approvals is specific to Agiloft and Assistants to Azure OpenAI — 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. Vector stores File collections (preview) backing file-search retrieval; read as metadata such as name, file counts, and status. Tasks is specific to Agiloft and Vector stores to Azure OpenAI — each maps to any object or custom field on the other side.
Clause Library Reusable, approved contract clauses with metadata and categories; read to feed clause content into other systems or reporting, or maintained from an external source of truth. Deployments Named model deployments (model, version, SKU, assigned TPM capacity) read as a control-plane inventory via Azure Resource Manager; read-only in sync. Clause Library is specific to Agiloft and Deployments to Azure OpenAI — each maps to any object or custom field on the other side.
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. Models Catalog of base and fine-tunable models available per region; read-only reference data used to resolve deployment and fine-tuning targets. Custom tables is specific to Agiloft and Models to Azure OpenAI — 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. Fine-tuning jobs Training jobs with status, base model, hyperparameters, and result files; status is polled from queued through succeeded or failed. Contracts is specific to Agiloft and Fine-tuning jobs to Azure OpenAI — 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. Files Uploaded training, validation, and batch-input files plus generated output files; listed and read by ID, not written back in sync. Companies is specific to Agiloft and Files to Azure OpenAI — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Azure OpenAI

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 Azure OpenAI 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.

DeliveryAzure OpenAI does not accept inbound record writes, so this direction carries requests rather than records: Azure OpenAI's output flows back as field updates on the originating Agiloft records.

Azure OpenAI Agiloft Interval-based propagation

DetectionStacksync polls Azure OpenAI for changes on an incremental schedule, reading only records changed since the previous pass. Polling: list endpoints plus GET on job IDs for status.

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.
  • Azure OpenAI: Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.
What ships with Agiloft ⇄ Azure OpenAI

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

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Azure OpenAI 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 Azure OpenAI record.

Observability

Monitoring

Track your Agiloft ⇄ Azure OpenAI 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 Azure OpenAI.

How the Agiloft and Azure OpenAI 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.

Azure OpenAI

Integration surface
REST data-plane (inference + authoring) and Azure Resource Manager control-plane
Authentication
API key in the api-key header, or a Microsoft Entra ID bearer token / managed identity
Change detection
Polling: list endpoints plus GET on job IDs for status; no webhooks or change feed. Fine-tuning and batch jobs expose queued/running/succeeded states.
Capabilities
read
Rate limits
Per-deployment TPM and RPM limits (about 6 RPM per 1000 TPM), scoped by region and subscription; control-plane ARM calls throttle separately.
How it works

How to connect Agiloft to Azure OpenAI — 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 Azure OpenAI 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
    Azure OpenAI connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Azure OpenAI 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 ⇄ Azure OpenAI
    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 Azure OpenAI
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Agiloft and Azure OpenAI 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
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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 Azure OpenAI.

Popular · 7 of 380
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