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CRM ⇄ Storage

Attio to Egnyte integration — real-time, two-way sync

Keep Attio and Egnyte 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

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Why teams connect Attio and Egnyte

Keep the paperwork with the relationship: Attio and Egnyte share every customer's records and files in real time, in both directions.

Attio holds the customer relationship as structured records; Egnyte holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Companies, Users, Deals, Workspaces in Attio aligned with Events and Audit reports, Files, Folders, Users in Egnyte, in real time. A new account or deal can open its own folder in Egnyte; a document filed in Egnyte can surface as a link and metadata on the matching record in Attio; and records from Attio can be written into Egnyte as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Write product usage and enrichment data into Attio attributes so GTM teams work from live account signals.
  • 02 Keep Attio aligned with a billing system or ERP on customer records and plan status.
  • 03 Provision and deprovision Egnyte Users and Groups from an HRIS or IdP so folder access follows employee onboarding and offboarding.
  • 04 Two-way sync of Files and Folders between Egnyte and an operational database or another content store, keeping the folder hierarchy aligned.

Common sync patterns

Document status on the record

Metadata kept in Egnyte, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in Attio, so people working the account see where the paperwork stands without opening storage.

One place for a customer's files

Attachments that accumulate against a record in Attio collect in that customer's folder in Egnyte, so the full document history lives in one place and is reachable by anyone who needs it.

A folder per account or deal

When an account or deal is created in Attio, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.

What you can sync between Attio and Egnyte

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.

Attio objects Egnyte objects How this pairing syncs
Users Synced with incremental and full sync per the Stacksync docs. Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Companies Standard company object; matched to billing and product accounts in two-way syncs. Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. Companies is specific to Attio and Permissions to Egnyte — each maps to any object or custom field on the other side.
Deals Pipeline records; read out for revenue reporting and written to from automation. Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Deals is specific to Attio and Links to Egnyte — each maps to any object or custom field on the other side.
Workspaces Synced with incremental and full sync per the Stacksync docs. Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Workspaces is specific to Attio and Metadata to Egnyte — each maps to any object or custom field on the other side.
Custom objects Workspace-defined objects that behave like standard ones in the API. Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Custom objects is specific to Attio and Events and Audit reports to Egnyte — each maps to any object or custom field on the other side.
People Standard person object; synced with marketing tools and warehouse person tables. Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. People is specific to Attio and Files to Egnyte — each maps to any object or custom field on the other side.

How changes propagate between Attio and Egnyte

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.

Attio Egnyte Sub-second propagation

DetectionAttio notifies Stacksync of record changes through webhook events. Webhooks on record and list-entry events, with polling as a fallback.

DeliveryEach detected change is written to Egnyte through its API, with automatic retries and rate-limit backoff.

Egnyte Attio Sub-second propagation

DetectionEgnyte notifies Stacksync of record changes through webhook events. Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata,.

DeliveryEach detected change is written to Attio through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Attio: Subject to the platform's published API rate limits.
  • Egnyte: Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request.
What ships with Attio ⇄ Egnyte

Connect Attio and Egnyte for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Attio or Egnyte instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Attio or Egnyte 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 Attio or Egnyte record.

Observability

Monitoring

Track your Attio ⇄ Egnyte sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Attio and Egnyte.

How the Attio and Egnyte connectors work

Attio

Integration surface
REST API
Authentication
Guided in-app connection ("Attio CRM" connection created in a few clicks, "without any coding required"); the docs do not name the underlying auth mechanism (OAuth vs API key)
Change detection
Webhooks on record and list-entry events, with polling as a fallback
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published API rate limits.
Attio setup guide

Egnyte

Integration surface
REST Public API (pubapi/v1) with File System, Users, Groups, Permissions, Links, Metadata, Events, and Webhooks endpoints
Authentication
OAuth 2.0 scoped access tokens (Authorization Code or Implicit for partner apps, Resource Owner Password for internal apps, Refresh Token flow); token sent in the Authorization header
Change detection
Events API polled with an incremental cursor (Egnyte recommends an interval of 5 minutes or more), or Webhooks push notifications for fs, metadata, permission, and comment events
Capabilities
read · write · webhooks
Rate limits
Auto-generated keys default to 2 requests/second and 1,000 requests/day, enforced per access token; monitor X-Accesstoken-Qps-Current/Allotted and X-Accesstoken-Quota-Current headers; higher limits on request
How it works

How to connect Attio to Egnyte — 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 Attio and Egnyte 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
    Attio connected
    Egnyte connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Attio and Egnyte 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 · Attio ⇄ Egnyte
    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
    Attio Egnyte
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Attio and Egnyte 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 521 integrations available for Attio and Egnyte.

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