Real-time
Two-way sync
Changes in Agiloft or Gmail instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Communications
Agiloft to Gmail integration — real-time, two-way sync
Keep Agiloft and Gmail 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 Gmail
Sync the people, users, and work records in Agiloft with the calls, messages, and events in Gmail, in real time and in both directions.
Agiloft holds the records a team works from: the contacts, the tickets or tasks, the users, and the history attached to each. Gmail moves the actual communication, whether that is a call, a text, an email, or a meeting, and every one of those is tied to a person and often to a user on your side. When the two are connected only by manual entry or a nightly export, the communication happens in one system while the record it belongs to sits in another, so people rebuild context by hand and reach out from contact lists that are already out of date.
Stacksync syncs People, Attachments, Approvals, Tasks in Agiloft with Messages, Threads, Labels, Drafts in Gmail bi-directionally and in real time. Contacts and users maintained in Agiloft feed Gmail so outbound dialing, messaging, and invites reach current numbers and addresses, and the calls, messages, and meeting events Gmail produces attach to the matching record in Agiloft within seconds. Everything is mapped field by field, with conflict resolution in place of copy-paste, and there is no middleware to build, no rate limits to babysit, and no batch job that leaves the morning running on yesterday's data.
Because the sync is field-level, each system keeps its own extras; only the shared people, users, and activity are held in agreement.
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 Log sent and received Messages onto CRM contact and deal timelines automatically so reps never copy-paste email history.
- 04 Create Drafts in a rep's mailbox from CRM templates and sequences, keeping sends authentic to the sender's address and signature.
Common sync patterns
Where Gmail places calls or sends messages: activity on the record
Calls, texts, emails, or meeting events from Gmail attach to the matching contact, ticket, or item in Agiloft, so the full history lives with the record instead of in a separate log.
One user and agent roster
Users kept in Agiloft map to accounts, seats, or extensions in Gmail, so the same people exist on both sides and ownership stays meaningful across the two systems.
Turn a communication into follow-up work
A completed call, an inbound message, or a delivery result in Gmail can create or update a ticket, task, or record in Agiloft, so nothing that happens on a call or in a thread gets dropped.
What you can sync between Agiloft and Gmail
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 | Gmail objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Attachments File payloads referenced by message part; read out to storage or a document system for archival and compliance workflows. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. | |
| 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. | History The incremental change log keyed by historyId; used for efficient delta sync so only mailbox changes since the last cursor are fetched. | Approvals is specific to Agiloft and History to Gmail — 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. | Messages Individual emails with headers, body, and label state; read out to a CRM or warehouse for activity logging, and sent or modified two-way from sales tools. | Tasks is specific to Agiloft and Messages to Gmail — 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. | Threads Conversation groupings that keep replies together; synced so a CRM timeline or support desk shows the full exchange, not isolated messages. | Clause Library is specific to Agiloft and Threads to Gmail — 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. | Labels User and system labels (INBOX, SENT, custom); applied and removed via sync to mirror pipeline stages or triage states from an external system. | Custom tables is specific to Agiloft and Labels to Gmail — 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. | Drafts Unsent messages; created and updated from templates or sequence tools so reps review before sending from their own mailbox. | Contracts is specific to Agiloft and Drafts to Gmail — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Gmail
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 Gmail 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 Gmail through its API, with automatic retries and rate-limit backoff.
Gmail Agiloft Sub-second propagation
DetectionGmail notifies Stacksync of record changes through webhook events. Incremental sync via users.history.list from a stored historyId cursor, plus real-time push notifications through Google Cloud Pub/Sub watch on the.
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.
- Gmail: Quota is measured in units per user per second (e.g. messages.list = 5 units, messages.send = 100 units) against a 250 quota-unit/user/second limit and a daily project cap; exceeding limits returns 429 with exponential backoff expected.
What ships with Agiloft ⇄ Gmail
Connect Agiloft and Gmail for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Gmail connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Gmail 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 Gmail record.
Observability
Monitoring
Track your Agiloft ⇄ Gmail 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 Gmail.
How the Agiloft and Gmail 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.
Gmail
- Integration surface
- Gmail API (REST, v1)
- Authentication
- OAuth 2.0 via Google — user-authorized consent with granular scopes (gmail.readonly, gmail.modify, gmail.send, gmail.labels); restricted scopes require Google's app verification for production use
- Change detection
- Incremental sync via users.history.list from a stored historyId cursor, plus real-time push notifications through Google Cloud Pub/Sub watch on the mailbox (watch must be renewed at least every 7 days)
- Capabilities
- read · write · webhooks
- Rate limits
- Quota is measured in units per user per second (e.g. messages.list = 5 units, messages.send = 100 units) against a 250 quota-unit/user/second limit and a daily project cap; exceeding limits returns 429 with exponential backoff expected.
How it works
How to connect Agiloft to Gmail — 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 Gmail 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
Gmail
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Gmail 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 ⇄ GmailCustomers 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 GmailCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Gmail integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Gmail: authenticate both systems, choose the objects to sync (such as Agiloft's Attachments and Approvals), 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 Gmail. 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 Gmail: Incremental sync via users.history.list from a stored historyId cursor, plus real-time push notifications through Google Cloud Pub/Sub watch on the mailbox (watch must be renewed at least every 7 days). 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 Agiloft side: People, Attachments, Approvals, Tasks, plus custom fields where Agiloft exposes them. On the Gmail side: Messages, Threads, Labels, Drafts. 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 Gmail: Where Gmail places calls or sends messages: activity on the record; One user and agent roster; Turn a communication into follow-up work. Calls, texts, emails, or meeting events from Gmail attach to the matching contact, ticket, or item in Agiloft, so the full history lives with the record instead of in a separate log.
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
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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