Real-time
Two-way sync
Changes in Creatio CRM or Egnyte instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
Creatio CRM to Egnyte integration — real-time, two-way sync
Keep Creatio CRM 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 Creatio CRM and Egnyte
Keep the paperwork with the relationship: Creatio CRM and Egnyte share every customer's records and files in real time, in both directions.
Creatio CRM 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Accounts, Contacts, Leads, Opportunities in Creatio CRM aligned with Users, Groups, Permissions, Links 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 Creatio CRM; and records from Creatio CRM 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 Mirror custom no-code objects into Postgres so internal applications can query them without OData calls.
- 02 Keep Creatio cases aligned with a dedicated support desk tool for teams that split service across systems.
- 03 Write custom Metadata such as classification tags and project fields onto Files and Folders from a governance or DMS system, and read it back for reporting.
- 04 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.
Common sync patterns
One place for a customer's files
Attachments that accumulate against a record in Creatio CRM 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 Creatio CRM, a matching folder or container opens in Egnyte, named and organized the same way, so files have a home the moment they are needed.
Documents linked back to the record
A contract, proposal, or signed agreement filed in Egnyte surfaces as a link on the matching record in Creatio CRM, so the customer's paperwork sits with the relationship instead of a shared drive.
What you can sync between Creatio CRM 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.
| Creatio CRM objects | Egnyte objects | How this pairing syncs | |
|---|---|---|---|
| Cases Service requests handled in Creatio's service workflows; syncable to help desk tools. | Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. | Cases is specific to Creatio CRM and Users to Egnyte — each maps to any object or custom field on the other side. | |
| Orders Order records bridging CRM and fulfillment or ERP systems. | Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | Orders is specific to Creatio CRM and Groups to Egnyte — each maps to any object or custom field on the other side. | |
| Products Catalog items referenced on orders and opportunities. | Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. | Products is specific to Creatio CRM and Permissions to Egnyte — each maps to any object or custom field on the other side. | |
| Custom sections (objects) No-code custom entities, exposed through the same API as standard objects. | Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. | Custom sections (objects) is specific to Creatio CRM and Links to Egnyte — each maps to any object or custom field on the other side. | |
| Accounts Company records at the center of Creatio's CRM model; commonly synced with ERP customer masters. | Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. | Accounts is specific to Creatio CRM and Metadata to Egnyte — each maps to any object or custom field on the other side. | |
| Contacts Person records linked to accounts, activities, and cases. | Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. | Contacts is specific to Creatio CRM and Events and Audit reports to Egnyte — each maps to any object or custom field on the other side. |
How changes propagate between Creatio CRM 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.
Creatio CRM Egnyte Interval-based propagation
DetectionStacksync polls Creatio CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling on ModifiedOn system columns.
DeliveryEach detected change is written to Egnyte through its API, with automatic retries and rate-limit backoff.
Egnyte Creatio CRM 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 Creatio CRM through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Creatio CRM: Subject to the platform's 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 Creatio CRM ⇄ Egnyte
Connect Creatio CRM and Egnyte for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Creatio CRM–Egnyte connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Creatio CRM 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 Creatio CRM or Egnyte record.
Observability
Monitoring
Track your Creatio CRM ⇄ Egnyte sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Creatio CRM and Egnyte.
How the Creatio CRM and Egnyte connectors work
Creatio CRM
- Integration surface
- OData REST API plus a proprietary DataService API
- Authentication
- OAuth 2.0 or cookie-based session authentication
- Change detection
- Polling on ModifiedOn system columns; outbound notifications require configuring business processes
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
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 Creatio CRM 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.
- 01
Connect your apps
Authenticate Creatio CRM 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.
Creatio CRM
connected
Egnyte
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Creatio CRM 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.
objects · Creatio CRM ⇄ EgnyteCustomers 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.
Creatio CRM EgnyteCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Creatio CRM and Egnyte integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Creatio CRM and Egnyte: authenticate both systems, choose the objects to sync (such as Creatio CRM's Cases and Orders), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Creatio CRM and Egnyte: One place for a customer's files; A folder per account or deal; Documents linked back to the record. Attachments that accumulate against a record in Creatio CRM 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.
-
Creatio CRM: OData REST API plus a proprietary DataService API. Authentication: OAuth 2.0 or cookie-based session authentication. Egnyte: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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Creatio CRM: The platform is process-driven: business processes can call external web services when records change, which substitutes for native outbound webhooks. Egnyte: Default API keys are throttled to 2 requests/second and 1,000 calls/day; production volume requires contacting Egnyte to raise per-token limits. Stacksync's field mapping accounts for these differences between Creatio CRM and Egnyte without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Creatio CRM and Egnyte records are not retained after a sync operation.
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
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