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Business productivity ⇄ CRM

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

Keep Agiloft and Shopify 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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Why teams connect Agiloft and Shopify

Sync what happens in Agiloft with the customer records in Shopify, in real time and in both directions.

The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Agiloft holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.

Stacksync connects People, Attachments, Approvals, Tasks in Agiloft to Orders, Customers, Abandoned Checkouts, Products in Shopify with bi-directional, real-time sync. Activity and record changes in Agiloft update the matching contact or account in Shopify, and CRM data flows the other way wherever Agiloft can store and use it.

Common use cases

  • 01 Push generated documents and executed PDFs into Agiloft Attachments from a document system, or pull signed contracts out for archival.
  • 02 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 03 Write inventory levels from a WMS or ERP into Shopify locations to keep availability accurate.
  • 04 Mirror the product catalog from a PIM or database into Shopify products, variants, and metafields.

Common sync patterns

Where Agiloft processes payments

Charges, refunds, and subscription changes appear on the account in Shopify, so revenue context lives with the relationship.

Where Agiloft can store CRM context: fields kept current

Owner, lifecycle stage, or account details from Shopify sync into Agiloft, so people working there have the context without switching tools.

Where Agiloft supplies contact or company data

Enriched fields land directly on records in Shopify, and refreshes keep them from going stale.

What you can sync between Agiloft and Shopify

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 Shopify 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. ProductMedias Synced with incremental and full sync per the Stacksync docs. Custom tables is specific to Agiloft and ProductMedias to Shopify — 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. ProductVariants Synced with incremental and full sync per the Stacksync docs. Contracts is specific to Agiloft and ProductVariants to Shopify — 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. Orders Purchase transactions; pushed to ERPs for fulfillment and billing, and read into databases for reporting. Companies is specific to Agiloft and Orders to Shopify — 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. Customers Buyer records; matched to CRM contacts for marketing and lifetime-value analysis. People is specific to Agiloft and Customers to Shopify — 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. Abandoned Checkouts Synced with incremental and full sync per the Stacksync docs. Attachments is specific to Agiloft and Abandoned Checkouts to Shopify — 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. Products Catalog entries; often mastered in a PIM or ERP and written into Shopify. Approvals is specific to Agiloft and Products to Shopify — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Shopify

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 Shopify 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 Shopify through its API, with automatic retries and rate-limit backoff.

Shopify Agiloft Sub-second propagation

DetectionShopify notifies Stacksync of record changes through webhook events. Webhook topics per resource, with polling on updated_at as a fallback.

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.
  • Shopify: GraphQL uses a calculated query-cost budget; the REST API uses a leaky-bucket model.
What ships with Agiloft ⇄ Shopify

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Shopify 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 Shopify record.

Observability

Monitoring

Track your Agiloft ⇄ Shopify 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 Shopify.

How the Agiloft and Shopify 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.

Shopify

Integration surface
GraphQL Admin API (primary) and REST Admin API (legacy)
Authentication
OAuth via a custom Shopify app: admin creates an app in the Shopify Dev Dashboard, enables required API scopes, sets the Stacksync redirect URL, then supplies shop name + Client ID and Client Secret to Stacksync
Change detection
Webhook topics per resource, with polling on updated_at as a fallback
Capabilities
read · write · webhooks
Rate limits
GraphQL uses a calculated query-cost budget; the REST API uses a leaky-bucket model.
Shopify setup guide
How it works

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

    Choose tables

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

Agiloft and Shopify 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.

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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 433 integrations available for Agiloft and Shopify.

Popular · 7 of 433
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