Real-time
Two-way sync
Changes in Agiloft or Pinecone instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ AI
Agiloft to Pinecone integration — real-time, two-way sync
Keep Agiloft and Pinecone 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 Pinecone
Feed Agiloft's records into Pinecone for indexing, classification, and generation, then land the model's output back on those same records, in real time and in both directions.
Pinecone works on data it does not own. The records, conversations, tickets, messages, and events it needs to embed, classify, summarize, or answer questions about actually live in Agiloft, the tool the team uses every day. So the value of Pinecone depends on two flows that most teams stitch together with a custom script or a one-time export: getting Agiloft's data in, and getting the model's results back out to where people can act on them. When either flow runs on a batch or a stale snapshot, the model reasons over yesterday's data and its output never reaches the record it belongs to.
Stacksync syncs Tasks, Clause Library, Custom tables, Contracts from Agiloft into Pinecone continuously, so the model always works from current records instead of a snapshot, and writes Vectors (records), Namespaces, Collections, Backups, the scores, labels, summaries, drafts, and embedding metadata Pinecone produces, back onto the matching record in Agiloft. The sync is field-level and keyed on a stable identifier, so every output attaches to the exact record it came from and each system keeps its own extra fields untouched.
You decide the direction and the trigger conditions per field: pull records one way to build and keep a retrieval corpus current, push results the other way onto the operational record, or both.
Common use cases
- 01 Write embeddings and their metadata into a Pinecone index from a Postgres or warehouse table so a semantic-search or RAG feature always queries fresh vectors.
- 02 Keep a Pinecone index aligned with a source of truth (a product catalog, knowledge base, or CRM) so new, changed, and deleted records upsert and delete the matching vectors.
- 03 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
- 04 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.
Common sync patterns
Every output routes back to the right record
Because each item is matched on a stable identifier, an Pinecone result always attaches to the record in Agiloft it was computed from, with no manual reconciliation.
Build a retrieval corpus from Agiloft's records
Records, tickets, messages, or events from Agiloft sync into Pinecone so they can be indexed, embedded, or retrieved as context, without a hand-built extraction job.
Keep the model's knowledge current
As records change in Agiloft, the synced copy in Pinecone updates within seconds, so retrieval and generation reason over live data rather than a stale export.
What you can sync between Agiloft and Pinecone
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 | Pinecone objects | How this pairing syncs | |
|---|---|---|---|
| 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. | Namespaces Partitions inside an index; every read and write targets one namespace and vectors across namespaces are isolated. Enumerated with list_namespaces and sized per namespace via describe_index_stats. | Companies is specific to Agiloft and Namespaces to Pinecone — 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. | Collections Immutable snapshots of a pod-based index that store its data but not its definition; created, listed, and deleted on the control plane and used to recreate a pod-based index. Serverless indexes use Backups instead. | People is specific to Agiloft and Collections to Pinecone — 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. | Backups Point-in-time snapshots of a serverless index; created, listed, and restored into a new index on the control plane for recovery or cloning. Read as a recovery-asset inventory. | Attachments is specific to Agiloft and Backups to Pinecone — 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. | Index statistics Describe_index_stats returns total and per-namespace vector counts, the index dimension, and index fullness; read to size a sync and to detect drift between Pinecone and the source of truth. | Approvals is specific to Agiloft and Index statistics to Pinecone — 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. | Indexes Serverless or pod-based containers holding vectors of a fixed dimension and distance metric (cosine, dotproduct, euclidean); managed on the control plane (api.pinecone.io) via create, list, describe, configure, and delete. describe_index returns the per-index data-plane host. | Tasks is specific to Agiloft and Indexes to Pinecone — 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. | Vectors (records) The core data: an id (up to 512 chars), a dense values array, optional sparse_values, and JSON metadata (up to 40 KB filterable per record). Full CRUD on the data plane via upsert, update, fetch, query, and delete, so write is supported here. | Clause Library is specific to Agiloft and Vectors (records) to Pinecone — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Pinecone
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 Pinecone 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 Pinecone through its API, with automatic retries and rate-limit backoff.
Pinecone Agiloft Interval-based propagation
DetectionStacksync polls Pinecone for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks and no native change-data-capture feed.
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.
- Pinecone: Data-plane operations are capped per second: query, upsert, update, and delete at 100 req/s per namespace, fetch at 100 req/s per index, and list at 200 req/s per index; breaches return HTTP 429. Hard request limits also apply: an upsert is max 2 MB or 1000 records, metadata max 40 KB per record, and query top_k up to 10,000 with a 4 MB result cap.
What ships with Agiloft ⇄ Pinecone
Connect Agiloft and Pinecone for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Pinecone connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Pinecone 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 Pinecone record.
Observability
Monitoring
Track your Agiloft ⇄ Pinecone 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 Pinecone.
How the Agiloft and Pinecone 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.
Pinecone
- Integration surface
- Two HTTP APIs: a control plane at api.pinecone.io (manage indexes, collections, backups, and, via the Admin API, projects and API keys) and a per-index data plane at the host returned by describe_index (upsert, query, fetch, update, delete, list). A gRPC data-plane transport is available through the official SDKs.
- Authentication
- API key in the Api-Key request header, scoped to one project; every request also sends an X-Pinecone-Api-Version header (date-based, e.g. 2025-10). The organization Admin API instead uses OAuth2 client-credentials (service accounts) via login.pinecone.io/oauth/token, passing a Bearer token to api.pinecone.io/admin (Enterprise).
- Change detection
- No webhooks and no native change-data-capture feed. Vectors carry no server-side update timestamp, so Stacksync detects changes by re-reading - paginating vector ids with the list operation (serverless indexes) and fetching by id, or by re-upserting from the source of truth. describe_index_stats bounds a resync with per-namespace counts.
- Capabilities
- read · write
- Rate limits
- Data-plane operations are capped per second: query, upsert, update, and delete at 100 req/s per namespace, fetch at 100 req/s per index, and list at 200 req/s per index; breaches return HTTP 429. Hard request limits also apply: an upsert is max 2 MB or 1000 records, metadata max 40 KB per record, and query top_k up to 10,000 with a 4 MB result cap.
How it works
How to connect Agiloft to Pinecone — 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 Pinecone 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
Pinecone
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Pinecone 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 ⇄ PineconeCustomers 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 PineconeCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Pinecone integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Pinecone: authenticate both systems, choose the objects to sync (such as Agiloft's Companies and People), 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 Pinecone. 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 Pinecone: No webhooks and no native change-data-capture feed. Vectors carry no server-side update timestamp, so Stacksync detects changes by re-reading - paginating vector ids with the list operation (serverless indexes) and fetching by id, or by re-upserting from the source of truth. describe_index_stats bounds a resync with per-namespace counts. 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 Pinecone side: Vectors (records), Namespaces, Collections, Backups, plus custom fields where Pinecone exposes them. On the Agiloft side: Tasks, Clause Library, Custom tables, Contracts. 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 Pinecone: Every output routes back to the right record; Build a retrieval corpus from Agiloft's records; Keep the model's knowledge current. Because each item is matched on a stable identifier, an Pinecone result always attaches to the record in Agiloft it was computed from, with no manual reconciliation.
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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