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AI ⇄ Database

Autopilot to MongoDB integration — real-time, two-way sync

Keep Autopilot and MongoDB 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 Autopilot and MongoDB

Sync the records in MongoDB into Autopilot and land its embeddings, classifications, and generated fields back on the same rows, in real time and without a pipeline to maintain.

AI systems do not hold customers or invoices the way business apps do. What they hold is derived from your data: the vectors and metadata in a vector store, or the classifications, extracted fields, and generated text a model produces over records it was given. MongoDB is where those source records actually live. The bridge between the two is the row itself, since an item in Autopilot and the record in MongoDB it describes are two halves of the same thing, and they drift the moment one is updated without the other.

Stacksync syncs GridFS files, Databases, Collections, Documents in MongoDB with Smart Segments, Journeys (Triggers), Activities, Contacts in Autopilot in real time. Rows created or changed in MongoDB flow into Autopilot so inference and embedding run on current data, and the scores, labels, and generated fields Autopilot produces flow back onto the matching rows in MongoDB, mapped field by field. A change on either side appears on the other within seconds, with no extraction job or webhook plumbing to keep alive.

Because matching is by a stable identifier, every row in MongoDB stays tied to its AI-side counterpart in Autopilot. Retrieval, enrichment, and generated content always resolve back to the record they came from, so there are no orphaned vectors and no labels describing a version of a row that no longer exists.

Common use cases

  • 01 Upsert Contacts from a CRM or product database into Autopilot so new signups and profile changes flow into email and SMS journeys without manual CSV imports.
  • 02 Add contacts to a Journey from a database event or CRM stage change to start automated onboarding or nurture sequences.
  • 03 Sync MongoDB collections with a CRM so customer documents written by the application appear as CRM records, and CRM edits flow back as document updates.
  • 04 Replicate operational MongoDB data into a relational database, flattening nested documents into normalized tables for SQL reporting.

Common sync patterns

Keep derived data fresh as sources change

When a row in MongoDB is updated or removed, its counterpart in Autopilot is updated or removed too, so nothing in Autopilot describes a record that has since changed or gone.

Backfill once, then stay in step

Load your existing rows from MongoDB into Autopilot to build the index or enrichment set, then let ongoing changes sync automatically instead of re-running the whole job.

One record, one identifier

Each item in Autopilot carries the key of the row in MongoDB it came from, so results resolve back to the exact record with nothing orphaned or duplicated.

What you can sync between Autopilot and MongoDB

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.

Autopilot objects MongoDB objects How this pairing syncs
Lists Static contact lists; membership is readable per list and writable by adding or removing contacts. Indexes Keep lookups by sync key fast on large collections. Lists is specific to Autopilot and Indexes to MongoDB — each maps to any object or custom field on the other side.
Custom Fields User-defined contact properties (string, number, date, boolean); discovered so field keys map cleanly to destination columns. Views Read-only aggregation-defined sources for filtered sync datasets. Custom Fields is specific to Autopilot and Views to MongoDB — each maps to any object or custom field on the other side.
Smart Segments Rule-based dynamic audiences; membership is computed by Autopilot, so it is read-only over the API. Change streams The oplog-backed event feed that powers real-time change capture. Smart Segments is specific to Autopilot and Change streams to MongoDB — each maps to any object or custom field on the other side.
Journeys (Triggers) Automation journeys; a contact can be added to a journey via its trigger endpoint to start automated email or SMS sequences. GridFS files Chunked file storage whose metadata can be referenced by synced documents. Journeys (Triggers) is specific to Autopilot and GridFS files to MongoDB — each maps to any object or custom field on the other side.
Activities Per-contact activity and event history (opens, clicks, journey steps); read-only feed used for engagement reporting. Databases Logical groupings of collections that scope a sync connection. Activities is specific to Autopilot and Databases to MongoDB — each maps to any object or custom field on the other side.
Contacts Core people records (email, name, custom fields, list and segment membership); upserted two-way as the primary sync object. Collections The table-like sync unit; each collection maps to a table or object in the paired system. Contacts is specific to Autopilot and Collections to MongoDB — each maps to any object or custom field on the other side.

How changes propagate between Autopilot and MongoDB

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.

Autopilot MongoDB Interval-based propagation

DetectionStacksync polls Autopilot for changes on an incremental schedule, reading only records changed since the previous pass. No CDC.

DeliveryEach detected change is applied to MongoDB as a row-level write, with types converted between the two schemas.

MongoDB Autopilot Sub-second propagation

DetectionChanges in MongoDB are captured at the source via change data capture — no polling loop against its API. MongoDB oplog and change streams (requires the database to run as a replica set — even single-node).

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

Rate-limit considerations

  • Autopilot: The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
What ships with Autopilot ⇄ MongoDB

Connect Autopilot and MongoDB for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Autopilot or MongoDB instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Autopilot or MongoDB 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 Autopilot or MongoDB record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Autopilot and MongoDB.

How the Autopilot and MongoDB connectors work

Autopilot

Integration surface
REST API (Autopilot v1); Autopilot rebranded to Ortto in 2021 and the newer Ortto API co-exists with the legacy Autopilot endpoints
Authentication
Per-account API key sent in the autopilotapikey request header (generated in account settings); requests use Content-Type application/json against https://api2.autopilothq.com/v1/
Change detection
No CDC; incremental sync polls the /contacts endpoint with bookmark cursor pagination and updated timestamps. Journey webhook actions can push specific contact events, but there is no general change-subscription webhook, so polling is the reliable path.
Capabilities
read · write
Rate limits
The REST API is capped at 100 requests/minute per account; exceeding it returns HTTP 429. Enterprise plans can request a higher limit. Contact writes accept an array for bulk upsert, and list and segment reads paginate via a bookmark cursor.
Autopilot setup guide

MongoDB

Integration surface
MongoDB wire protocol via official drivers; Atlas additionally offers an administration REST API for cluster management
Authentication
Database credentials (username/password) or TLS/SSL X.509 certificate (.pem upload), entered individually or via a MongoDB connection string (SRV or standard); Stacksync IP allowlisting required
Change detection
MongoDB oplog and change streams (requires the database to run as a replica set — even single-node); Stacksync leverages these built-in tools to track changes in real time
Capabilities
read · write · CDC
MongoDB setup guide
How it works

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

    Choose tables

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

Autopilot and MongoDB 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 513 integrations available for Autopilot and MongoDB.

Popular · 8 of 513
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