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Business productivity ⇄ CRM

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

Keep Agiloft and Gorgias 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 Gorgias

Sync what happens in Agiloft with the customer records in Gorgias, 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 Approvals, Tasks, Clause Library, Custom tables in Agiloft to Tickets, Messages, Customers, Users (agents) in Gorgias with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Gorgias, and CRM data flows the other way wherever Agiloft can store and use it.

Common use cases

  • 01 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 02 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
  • 03 Push order, subscription, and shipping data from a production database into Gorgias customer profiles so agents see context without switching tools.
  • 04 Route high-value or churn-risk customers to priority queues by writing scores from a data warehouse into ticket or customer fields.

Common sync patterns

Where Agiloft can store CRM context: fields kept current

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

Where Agiloft processes payments

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

What you can sync between Agiloft and Gorgias

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 Gorgias objects How this pairing syncs
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. Users (agents) Support staff records used for assignment and workload reporting. Clause Library is specific to Agiloft and Users (agents) to Gorgias — 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. Tags Categorize tickets for routing and downstream analytics. Custom tables is specific to Agiloft and Tags to Gorgias — 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. Satisfaction surveys CSAT responses synced out for support quality reporting. Contracts is specific to Agiloft and Satisfaction surveys to Gorgias — 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. Events Activity records useful for auditing what happened on a ticket. Companies is specific to Agiloft and Events to Gorgias — 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. Custom fields Extend tickets with brand-specific attributes. People is specific to Agiloft and Custom fields to Gorgias — 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. Tickets The central support object, aggregating a conversation across channels. Attachments is specific to Agiloft and Tickets to Gorgias — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Gorgias

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

Gorgias Agiloft Sub-second propagation

DetectionGorgias notifies Stacksync of record changes through webhook events. Webhooks for ticket and message events, supplemented by polling with updated-at cursors.

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.
  • Gorgias: Subject to the platform's API rate limits, which vary by plan.
What ships with Agiloft ⇄ Gorgias

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Gorgias 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 Gorgias record.

Observability

Monitoring

Track your Agiloft ⇄ Gorgias 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 Gorgias.

How the Agiloft and Gorgias 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.

Gorgias

Integration surface
REST API
Authentication
API key paired with the account email over HTTP Basic auth; OAuth 2.0 for public apps
Change detection
Webhooks for ticket and message events, supplemented by polling with updated-at cursors
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits, which vary by plan.
How it works

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

    Choose tables

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

Agiloft and Gorgias 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 410 integrations available for Agiloft and Gorgias.

Popular · 5 of 410
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