Real-time
Two-way sync
Changes in Agiloft or Bill instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Agiloft to Bill integration — real-time, two-way sync
Keep Agiloft and Bill 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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Migrated from MuleSoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Agiloft and Bill
Connect the financial records in Bill with the work happening in Agiloft, so both stay current without exports or copy-paste.
Bill holds the financial truth: who the customers are, what they were billed, what they paid. Agiloft is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.
Stacksync keeps Customers, Payments, Chart of Accounts, Bank Accounts in Bill and Attachments, Approvals, Tasks, Clause Library in Agiloft in sync, bi-directionally and in real time. Whatever records Agiloft keeps and whatever events it produces, the overlap with Bill is mapped field by field, and a change on either side shows up on the other within seconds.
There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.
Common use cases
- 01 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 02 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
- 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 Agiloft collects payments or triggers charges: events land in Bill
Payment and charge activity flows into Bill as it happens, so the books reflect reality without manual reconciliation.
Where Agiloft tracks people or companies: one identity
A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.
Where Agiloft handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Bill next to the customer they are helping, without logging into the finance system.
What you can sync between Agiloft and Bill
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 | Bill objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | People is specific to Agiloft and Vendors to Bill — 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. | Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. | Attachments is specific to Agiloft and Invoices to Bill — 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. | Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Approvals is specific to Agiloft and Customers to Bill — 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. | Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Tasks is specific to Agiloft and Payments to Bill — 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. | Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Clause Library is specific to Agiloft and Chart of Accounts to Bill — 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. | Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Custom tables is specific to Agiloft and Bank Accounts to Bill — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Bill
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 Bill 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 Bill through its API, with automatic retries and rate-limit backoff.
Bill Agiloft Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
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.
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
What ships with Agiloft ⇄ Bill
Connect Agiloft and Bill for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Bill connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Bill 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 Bill record.
Observability
Monitoring
Track your Agiloft ⇄ Bill 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 Bill.
How the Agiloft and Bill 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.
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
How it works
How to connect Agiloft to Bill — 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 Bill 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
Bill
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Bill 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 ⇄ BillCustomers 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 BillCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Bill integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Bill: authenticate both systems, choose the objects to sync (such as Agiloft's People and Attachments), 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 Agiloft and Bill. 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 Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the 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 Bill side: Customers, Payments, Chart of Accounts, Bank Accounts, plus custom fields where Bill exposes them. On the Agiloft side: Attachments, Approvals, Tasks, Clause Library. 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 Agiloft and Bill: Where Agiloft collects payments or triggers charges: events land in Bill; Where Agiloft tracks people or companies: one identity; Where Agiloft handles customer conversations: billing context in view. Payment and charge activity flows into Bill as it happens, so the books reflect reality without manual reconciliation.
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 401 integrations available for Agiloft and Bill.
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Agiloft ⇄ Braintree -
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Bill ⇄ GitHub -
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Bill ⇄ ConnectWise
No integrations match .
