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Business productivity ⇄ Database

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

Keep Agiloft and Elasticsearch 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 Elasticsearch

Mirror Agiloft's data into Elasticsearch so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Agiloft through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in Elasticsearch.

Stacksync mirrors Attachments, Approvals, Tasks, Clause Library from Agiloft into Index templates, Indices, Documents, Index mappings in Elasticsearch and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Agiloft, so the tool and the database never disagree.

Common use cases

  • 01 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
  • 02 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 03 Sync CRM accounts and contacts into an Elasticsearch index to power internal search across customer records.
  • 04 Push product catalog data from an ERP or commerce database into Elasticsearch for storefront search.

Common sync patterns

One integration pattern for the whole stack

Every synced tool looks the same from the database, so each new integration is configuration, not a new codebase.

Read Agiloft with a query

Records from Agiloft are ordinary rows in Elasticsearch; join them, index them, and use them in application logic without touching the vendor API.

Automate Agiloft from your codebase

Write to the synced tables in Elasticsearch and Stacksync propagates the change into Agiloft, replacing custom integration code.

What you can sync between Agiloft and Elasticsearch

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 Elasticsearch objects How this pairing syncs
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. Indices Target containers for synced records; each holds a table-like collection of JSON documents. Custom tables is specific to Agiloft and Indices to Elasticsearch — 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. Documents The unit of sync; JSON records created, updated, and deleted by _id. Contracts is specific to Agiloft and Documents to Elasticsearch — 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. Index mappings Field type definitions that determine how synced fields are indexed and queried. Companies is specific to Agiloft and Index mappings to Elasticsearch — 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. Aliases Stable read/write names that let a sync cut over between index versions without downtime. People is specific to Agiloft and Aliases to Elasticsearch — 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. Data streams Append-only targets for time-series or event data pushed from source systems. Attachments is specific to Agiloft and Data streams to Elasticsearch — 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. Ingest pipelines Server-side transforms applied to documents as a sync writes them. Approvals is specific to Agiloft and Ingest pipelines to Elasticsearch — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Elasticsearch

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

Elasticsearch Agiloft Interval-based propagation

DetectionStacksync polls Elasticsearch for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp or sequence fields.

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.
  • Elasticsearch: No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity.
What ships with Agiloft ⇄ Elasticsearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Elasticsearch 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 Elasticsearch record.

Observability

Monitoring

Track your Agiloft ⇄ Elasticsearch 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 Elasticsearch.

How the Agiloft and Elasticsearch 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.

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity
How it works

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

    Choose tables

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

Agiloft and Elasticsearch 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.

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 421 integrations available for Agiloft and Elasticsearch.

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