Real-time
Two-way sync
Changes in Agiloft or Sharepoint instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Storage
Agiloft to Sharepoint integration — real-time, two-way sync
Keep Agiloft and Sharepoint in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Agiloft and Sharepoint
Land the records and documents that build up in Agiloft into Sharepoint as they are created, and surface Sharepoint's file details on the Agiloft records that point to them, without an export job to maintain.
Agiloft and Sharepoint hold different kinds of data. Agiloft carries records and the activity around them — the tickets, messages, orders, or issues a team works through, often with documents attached. Sharepoint holds files and the metadata that describes them. Where the two meet is narrow but real: much of what Agiloft produces has to be kept somewhere durable, and many of the files Sharepoint stores are the very documents Agiloft's records point to.
Stacksync syncs Tasks, Clause Library, Custom tables, Contracts in Agiloft with Drive items (document libraries), Columns and content types, Permissions and sharing, Site pages in Sharepoint in real time. Records and attachments created in Agiloft are written into Sharepoint as objects or files within seconds of being created. In the other direction, the metadata Sharepoint keeps about those files — name, location, owner, modified date — flows back onto the matching record in Agiloft, so people see the current document without leaving the tool. Field-level mapping controls exactly what crosses over and in which direction, so you keep a durable copy of what matters without an extract to schedule or a nightly dump that leaves the copy a day behind.
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 Two-way sync SharePoint List items with a database table so internal apps read and write structured records in SQL without calling the SharePoint API directly.
- 04 Mirror document-library drive items and their metadata into a store to index files for search and governance, and push generated documents back into the right library.
Common sync patterns
Where Agiloft generates attachments: keep the files in Sharepoint
Documents attached to records in Agiloft land in the storage system automatically, with the source record holding a link back, so files live in one governed place instead of inside the tool.
Where Sharepoint holds the source documents: file details on the record
A file's name, location, owner, and modified date from Sharepoint sync onto the matching record in Agiloft, so whoever is working there sees the current version without switching tools.
A copy that outlives the tool
A continuously synced copy in Sharepoint preserves records and documents even as they age out of Agiloft or get changed inside it, so history stays intact and reachable.
What you can sync between Agiloft and Sharepoint
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 | Sharepoint 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. | Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. | Custom tables is specific to Agiloft and Columns and content types to Sharepoint — 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. | Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. | Contracts is specific to Agiloft and Permissions and sharing to Sharepoint — 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. | Site pages Modern site pages via /sites/{id}/pages; read page content, layout, and metadata for indexing and content governance. | Companies is specific to Agiloft and Site pages to Sharepoint — 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. | Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. | People is specific to Agiloft and Sites to Sharepoint — 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. | Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. | Attachments is specific to Agiloft and Lists to Sharepoint — 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. | List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. | Approvals is specific to Agiloft and List items to Sharepoint — each maps to any object or custom field on the other side. |
How changes propagate between Agiloft and Sharepoint
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 Sharepoint 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 Sharepoint through its API, with automatic retries and rate-limit backoff.
Sharepoint Agiloft Sub-second propagation
DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.
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.
- Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with Agiloft ⇄ Sharepoint
Connect Agiloft and Sharepoint for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Sharepoint connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Agiloft or Sharepoint 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 Sharepoint record.
Observability
Monitoring
Track your Agiloft ⇄ Sharepoint 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 Sharepoint.
How the Agiloft and Sharepoint 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.
Sharepoint
- Integration surface
- Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
- Authentication
- OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
- Change detection
- Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
- Capabilities
- read · write · webhooks
- Rate limits
- SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works
How to connect Agiloft to Sharepoint — 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 Sharepoint 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
Sharepoint
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Agiloft and Sharepoint 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 ⇄ SharepointCustomers 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 SharepointCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Agiloft and Sharepoint 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
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 398 integrations available for Agiloft and Sharepoint.
Popular · 7 of 398
-
Agiloft ⇄ Box -
Agiloft ⇄ Egnyte -
Agiloft ⇄ Amazon S3 -
Sharepoint ⇄ Twilio -
Sharepoint ⇄ GitHub -
Sharepoint ⇄ Atlassian -
Sharepoint ⇄ Braze
No integrations match .
