Real-time
Two-way sync
Changes in Agiloft or Plex ERP instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ ERP
Agiloft to Plex ERP integration — real-time, two-way sync
Keep Agiloft and Plex ERP 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 Plex ERP
Bridge the tools people work in and the system the business runs on: real-time, two-way sync between Agiloft and Plex ERP.
The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. Agiloft is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.
Stacksync syncs Tasks, Clause Library, Custom tables, Contracts in Agiloft with Suppliers, Shipments, Quality records, Parts in Plex ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.
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 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.
- 04 Keep customers, parts, and pricing aligned between Plex and the CRM the sales team uses.
Common sync patterns
Where Plex ERP is the HR or people system of record
Worker and organization data from Plex ERP stays current in Agiloft, so the tools people use daily reflect the org as it actually is.
Master data corrections travel
A customer, supplier, or contact detail corrected in either system updates the other, ending duplicate maintenance.
Where Agiloft faces customers and Plex ERP carries account records
Order, invoice, or account status from Plex ERP appears alongside the customer in Agiloft, so front-line teams answer from live data.
What you can sync between Agiloft and Plex ERP
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 | Plex ERP 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. | Shipments Outbound logistics records synced to trading partners and tracking systems | Custom tables is specific to Agiloft and Shipments to Plex ERP — 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. | Quality records Checksheet and inspection data pulled into plant dashboards | Contracts is specific to Agiloft and Quality records to Plex ERP — 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. | Parts Item master records shared with CRM, e-commerce, and planning tools | Companies is specific to Agiloft and Parts to Plex ERP — 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. | Inventory On-hand balances and locations replicated for visibility outside the plant system | People is specific to Agiloft and Inventory to Plex ERP — 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. | Production jobs Shop-floor work records combining ERP and MES data for output reporting | Attachments is specific to Agiloft and Production jobs to Plex ERP — 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. | Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status | Approvals is specific to Agiloft and Sales orders to Plex ERP — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Plex ERP
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 Plex ERP 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 Plex ERP through its API, with automatic retries and rate-limit backoff.
Plex ERP Agiloft Interval-based propagation
DetectionStacksync polls Plex ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling.
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.
- Plex ERP: Subject to the platform's API rate limits.
What ships with Agiloft ⇄ Plex ERP
Connect Agiloft and Plex ERP for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Plex ERP connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Plex ERP 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 Plex ERP record.
Observability
Monitoring
Track your Agiloft ⇄ Plex ERP 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 Plex ERP.
How the Agiloft and Plex ERP 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.
Plex ERP
- Integration surface
- REST APIs plus legacy SOAP web services
- Authentication
- API keys issued through the Plex Developer Portal
- Change detection
- polling; no general-purpose change webhooks
- Capabilities
- read · write
- Rate limits
- subject to the platform's API rate limits
How it works
How to connect Agiloft to Plex ERP — 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 Plex ERP 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
Plex ERP
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Plex ERP 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 ⇄ Plex ERPCustomers 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 Plex ERPCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Plex ERP integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Agiloft and Plex ERP: authenticate both systems, choose the objects to sync (such as Agiloft's Custom tables and Contracts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Agiloft and Plex ERP connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Agiloft–Plex ERP integration in-house.
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Yes — Stacksync ships production-grade connectors for both Agiloft and Plex ERP. 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 Plex ERP: Polling; no general-purpose change webhooks. 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: Tasks, Clause Library, Custom tables, Contracts, plus custom fields where Agiloft exposes them. On the Plex ERP side: Suppliers, Shipments, Quality records, Parts. 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.
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
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