Real-time
Two-way sync
Changes in Agiloft or Braintree instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Accounting and finance
Agiloft to Braintree integration — real-time, two-way sync
Keep Agiloft and Braintree 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 Braintree
Connect the financial records in Braintree with the work happening in Agiloft, so both stay current without exports or copy-paste.
Braintree 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 Plans, Disputes, Add-ons and Discounts, Merchant Accounts and Disbursements in Braintree and Clause Library, Custom tables, Contracts, Companies in Agiloft in sync, bi-directionally and in real time. Whatever records Agiloft keeps and whatever events it produces, the overlap with Braintree 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 Create and update Customers and Subscriptions from a CRM or billing app when a deal closes or a plan changes, writing back to Braintree.
- 02 Push Dispute (chargeback) records into a ticketing tool or database so ops teams track evidence deadlines and win rates.
- 03 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
- 04 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
Common sync patterns
Where Agiloft is a docs or knowledge workspace: reference data kept fresh
Figures teams rely on, like customer status or outstanding balances, stay current wherever Agiloft surfaces them instead of going stale after a one-time paste.
Where Agiloft handles customer conversations: billing context in view
Front-line teams see invoice and payment status from Braintree next to the customer they are helping, without logging into the finance system.
Where Agiloft collects payments or triggers charges: events land in Braintree
Payment and charge activity flows into Braintree as it happens, so the books reflect reality without manual reconciliation.
What you can sync between Agiloft and Braintree
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 | Braintree objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Payment Methods Tokenized credit cards, PayPal accounts, and other instruments stored in the Vault against a Customer; only tokens, last-four, and expiry are exposed, never raw PAN. | Tasks is specific to Agiloft and Payment Methods to Braintree — 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. | Subscriptions Recurring billing agreements tied to a Plan and a Payment Method; created, updated, and canceled via the API and emitting webhooks on every lifecycle change. | Clause Library is specific to Agiloft and Subscriptions to Braintree — 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. | Plans Recurring billing plans (price, billing cycle) configured in the Control Panel; readable through the API but not creatable, so they sync one-way. | Custom tables is specific to Agiloft and Plans to Braintree — 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. | Disputes Chargebacks with evidence and deadlines; ops teams can respond and add evidence via the API, and dispute webhooks push status changes to downstream tools. | Contracts is specific to Agiloft and Disputes to Braintree — 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. | Add-ons and Discounts Modifiers applied to Subscriptions; defined in the Control Panel and read alongside subscription state when mirroring billing data. | Companies is specific to Agiloft and Add-ons and Discounts to Braintree — 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. | Merchant Accounts and Disbursements The accounts funds settle into plus settlement batches paid out; disbursement webhooks and settlement batch reports drive reconciliation feeds. | People is specific to Agiloft and Merchant Accounts and Disbursements to Braintree — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Braintree
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 Braintree 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 Braintree through its API, with automatic retries and rate-limit backoff.
Braintree Agiloft Sub-second propagation
DetectionBraintree notifies Stacksync of record changes through webhook events. Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated.
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.
- Braintree: No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
What ships with Agiloft ⇄ Braintree
Connect Agiloft and Braintree for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Braintree connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Braintree 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 Braintree record.
Observability
Monitoring
Track your Agiloft ⇄ Braintree 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 Braintree.
How the Agiloft and Braintree 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.
Braintree
- Integration surface
- Braintree GraphQL API (single POST endpoint) plus legacy server SDKs
- Authentication
- API Key authentication — public key + private key Base64-encoded in the Authorization header (HTTP Basic); client tokens/tokenization keys for client-side calls and OAuth for platform/marketplace access
- Change detection
- Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills
- Capabilities
- read · write · webhooks
- Rate limits
- No published hard rate limits; Braintree may throttle traffic it deems abusive and returns HTTP 429, and its docs recommend webhooks over polling with a 60-second request timeout.
How it works
How to connect Agiloft to Braintree — 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 Braintree 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
Braintree
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Braintree 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 ⇄ BraintreeCustomers 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 BraintreeCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Braintree integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Braintree: authenticate both systems, choose the objects to sync (such as Agiloft's Tasks and Clause Library), 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 Braintree. 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 Braintree: Webhooks (subscription, transaction, dispute, disbursement, payment method, account updater) for near-real-time events, plus created/updated date-range search for objects and backfills. 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 Braintree side: Plans, Disputes, Add-ons and Discounts, Merchant Accounts and Disbursements, plus custom fields where Braintree exposes them. On the Agiloft side: Clause Library, Custom tables, Contracts, Companies. 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 Braintree: Where Agiloft is a docs or knowledge workspace: reference data kept fresh; Where Agiloft handles customer conversations: billing context in view; Where Agiloft collects payments or triggers charges: events land in Braintree. Figures teams rely on, like customer status or outstanding balances, stay current wherever Agiloft surfaces them instead of going stale after a one-time paste.
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
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