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Business productivity ⇄ CRM

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

Keep Agiloft and Chorusai 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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Why teams connect Agiloft and Chorusai

Sync what happens in Agiloft with the customer records in Chorusai, 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 Clause Library, Custom tables, Contracts, Companies in Agiloft to Users, Trackers, Deals, Scorecards in Chorusai with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Chorusai, and CRM data flows the other way wherever Agiloft can store and use it.

Common use cases

  • 01 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 02 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
  • 03 Export Scorecards and their scores to a database to power rep-coaching and QA dashboards across sales teams.
  • 04 Read the Deals associated with each conversation to attribute call activity to open opportunities in a BI model.

Common sync patterns

Where Agiloft can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Chorusai 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 Chorusai, and refreshes keep them from going stale.

Where Agiloft processes payments

Charges, refunds, and subscription changes appear on the account in Chorusai, so revenue context lives with the relationship.

What you can sync between Agiloft and Chorusai

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 Chorusai 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. Scorecards Call QA and coaching assessments with reviewer, recipient, and scores; read and exported for rep-performance reporting. People is specific to Agiloft and Scorecards to Chorusai — 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. Moments Timestamped highlight clips from a conversation; created via the API to capture key call snippets. Attachments is specific to Agiloft and Moments to Chorusai — 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. Playlists Curated collections of Moments and Recordings; created and managed to share coaching examples across teams. Approvals is specific to Agiloft and Playlists to Chorusai — 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. Engagements Meetings and dialer calls, the core record; filterable by date_time, participants, and processing_state, and polled incrementally to read conversation activity out. Tasks is specific to Agiloft and Engagements to Chorusai — 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. Recordings (Conversations) The recorded call with utterances, transcript, thumbnails, and metrics; read for analysis and uploaded or deleted through the API. Clause Library is specific to Agiloft and Recordings (Conversations) to Chorusai — 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. Users Chorus users with roles and team membership; read to map engagement owners and participants to CRM and warehouse identities. Custom tables is specific to Agiloft and Users to Chorusai — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Chorusai

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

Chorusai Agiloft Interval-based propagation

DetectionStacksync polls Chorusai for changes on an incremental schedule, reading only records changed since the previous pass. Polling the engagements endpoint on date_time and processing_state.

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.
  • Chorusai: Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes.
What ships with Agiloft ⇄ Chorusai

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Chorusai 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 Chorusai record.

Observability

Monitoring

Track your Agiloft ⇄ Chorusai 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 Chorusai.

How the Agiloft and Chorusai 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.

Chorusai

Integration surface
REST API (api-docs.chorus.ai)
Authentication
Per-user API token generated in Chorus Personal Settings, sent in the Authorization request header
Change detection
Polling the engagements endpoint on date_time and processing_state; no public change webhooks or CDC
Capabilities
read · write
Rate limits
Rate limits are not publicly documented; recording upload and analysis are asynchronous, so transcripts and trackers appear only after processing_state completes
Chorusai setup guide
How it works

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

    Choose tables

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

Agiloft and Chorusai 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.

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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 428 integrations available for Agiloft and Chorusai.

Popular · 7 of 428
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