Real-time
Two-way sync
Changes in Agiloft or Microsoft 365 instantly reflect in both systems. No stale data, no manual imports.
Business productivity
Agiloft to Microsoft 365 integration — real-time, two-way sync
Keep Agiloft and Microsoft 365 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 Microsoft 365
Stop re-entering the same information in Agiloft and Microsoft 365: Stacksync keeps the records they share consistent in real time, in both directions.
Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.
Stacksync syncs Companies, People, Attachments, Approvals in Agiloft with Calendar Events, Contacts, OneDrive Files (driveItems), SharePoint Sites & Lists in Microsoft 365 in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.
Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.
Common use cases
- 01 Two-way sync Contracts between Agiloft and an ERP or warehouse so value, renewal dates, and status stay current without manual re-keying.
- 02 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
- 03 Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- 04 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
Common sync patterns
Handoffs between teams
When work started in one tool continues in the other, the shared fields travel with it automatically.
Where both tools track people or companies: one consistent record
Contact and company details corrected in either tool update the other, so nobody works from the old version.
Where one tool produces events: mirror them in the other
Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.
What you can sync between Agiloft and Microsoft 365
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 | Microsoft 365 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. | Contacts Personal and org contacts kept consistent with CRM contact records. | Tasks is specific to Agiloft and Contacts to Microsoft 365 — 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. | OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. | Clause Library is specific to Agiloft and OneDrive Files (driveItems) to Microsoft 365 — 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. | SharePoint Sites & Lists List items read and written like lightweight database tables. | Custom tables is specific to Agiloft and SharePoint Sites & Lists to Microsoft 365 — 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. | Teams Team and membership data provisioned from upstream systems. | Contracts is specific to Agiloft and Teams to Microsoft 365 — 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. | Planner & To Do Tasks Task items synced with project and work-management tools. | Companies is specific to Agiloft and Planner & To Do Tasks to Microsoft 365 — 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. | Users Entra ID user accounts synced with HR and identity systems. | People is specific to Agiloft and Users to Microsoft 365 — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Microsoft 365
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 Microsoft 365 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 Microsoft 365 through its API, with automatic retries and rate-limit backoff.
Microsoft 365 Agiloft Sub-second propagation
DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.
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.
What ships with Agiloft ⇄ Microsoft 365
Connect Agiloft and Microsoft 365 for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Microsoft 365 connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Microsoft 365 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 Microsoft 365 record.
Observability
Monitoring
Track your Agiloft ⇄ Microsoft 365 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 Microsoft 365.
How the Agiloft and Microsoft 365 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.
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
How it works
How to connect Agiloft to Microsoft 365 — 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 Microsoft 365 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
Microsoft 365
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Microsoft 365 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 ⇄ Microsoft 365Customers 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 Microsoft 365Company company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Microsoft 365 integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Microsoft 365: 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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Agiloft: The People table is a parent split into Employees (internal users) and Contacts (external company contacts), both linked to Companies and Contracts. Microsoft 365: Change notifications can push events for resources such as messages, events, and driveItems, with subscriptions that must be periodically renewed. Stacksync's field mapping accounts for these differences between Agiloft and Microsoft 365 without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Agiloft and Microsoft 365 records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Agiloft and Microsoft 365 connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Agiloft–Microsoft 365 integration in-house.
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Yes — Stacksync ships production-grade connectors for both Agiloft and Microsoft 365. 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 Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event 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
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 356 integrations available for Agiloft and Microsoft 365.
Popular · 5 of 356
- Agiloft ⇄ ServiceNow
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Agiloft ⇄ Slack -
Microsoft 365 ⇄ Klaviyo -
Microsoft 365 ⇄ Lemlist -
Microsoft 365 ⇄ Microsoft Dynamics 365
No integrations match .
