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Business productivity ⇄ Database

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

Keep Agiloft and PostgreSQL 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 PostgreSQL

Mirror Agiloft's data into PostgreSQL so your own code can read and write it like any other table, with changes flowing both ways in seconds.

Engineers integrate with tools like Agiloft through APIs, which means auth, pagination, rate limits, webhooks, and retry logic, all maintained forever and all different for every tool. Meanwhile the data would be trivial to use if it simply lived in PostgreSQL.

Stacksync mirrors Approvals, Tasks, Clause Library, Custom tables from Agiloft into Custom Types and Enums, Tables, Views, Materialized Views in PostgreSQL and keeps both sides in sync in real time. Your services query the database directly, and inserts or updates your code makes flow back into Agiloft, so the tool and the database never disagree.

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 Feed reporting and BI from a continuously synced Postgres replica instead of scheduled ETL scripts
  • 04 Expose SaaS objects (CRM contacts, ERP invoices, support tickets) as Postgres tables that internal tools can query and join

Common sync patterns

Read Agiloft with a query

Records from Agiloft are ordinary rows in PostgreSQL; join them, index them, and use them in application logic without touching the vendor API.

Automate Agiloft from your codebase

Write to the synced tables in PostgreSQL and Stacksync propagates the change into Agiloft, replacing custom integration code.

React to changes as they happen

Updates in Agiloft arrive as row changes in PostgreSQL, so triggers, jobs, and services can respond in near real time.

What you can sync between Agiloft and PostgreSQL

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 PostgreSQL objects How this pairing syncs
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. Materialized Views Precomputed result sets synced outward on a refresh schedule. People is specific to Agiloft and Materialized Views to PostgreSQL — 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. Schemas Namespaces that scope which tables a sync reads and writes. Attachments is specific to Agiloft and Schemas to PostgreSQL — 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. Columns Field-level mapping targets; types are mapped to the connected system's field types. Approvals is specific to Agiloft and Columns to PostgreSQL — 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. Primary and Unique Keys Used as match keys for idempotent upserts and conflict resolution. Tasks is specific to Agiloft and Primary and Unique Keys to PostgreSQL — 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. JSONB Columns Hold semi-structured payloads such as nested SaaS objects or metadata. Clause Library is specific to Agiloft and JSONB Columns to PostgreSQL — 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. Sequences Generate surrogate keys for rows created by inbound syncs. Custom tables is specific to Agiloft and Sequences to PostgreSQL — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and PostgreSQL

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 PostgreSQL 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 applied to PostgreSQL as a row-level write, with types converted between the two schemas.

PostgreSQL Agiloft Sub-second propagation

DetectionChanges in PostgreSQL are captured at the source via change data capture — no polling loop against its API. Logical replication (wal_level = logical) for change data capture via the "Postgres" connector.

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.
  • PostgreSQL: No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput.
What ships with Agiloft ⇄ PostgreSQL

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or PostgreSQL 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 PostgreSQL record.

Observability

Monitoring

Track your Agiloft ⇄ PostgreSQL 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 PostgreSQL.

How the Agiloft and PostgreSQL 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.

PostgreSQL

Integration surface
SQL wire protocol (PostgreSQL frontend/backend protocol)
Authentication
Database credentials (connection string or parameters), with optional SSL root certificate upload and optional SSH tunnel (SSH user + host); a least-privilege DB user
Change detection
Logical replication (wal_level = logical) for change data capture via the "Postgres" connector; database triggers (TRIGGER grant + stacksync_logging schema) via the trigger-based "Postgres Heroku" connector where
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput is bounded by connection limits, instance resources, and replication slot throughput
PostgreSQL setup guide
How it works

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

    Choose tables

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

Agiloft and PostgreSQL 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.

Learn more about security
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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 446 integrations available for Agiloft and PostgreSQL.

Popular · 5 of 446
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