Real-time
Two-way sync
Changes in DealCloud or Egnyte instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Storage
DealCloud to Egnyte integration — real-time, two-way sync
Keep DealCloud 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 DealCloud and Egnyte
Keep the paperwork with the relationship: DealCloud and Egnyte share every customer's records and files in real time, in both directions.
DealCloud 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Deal, Company, Contact, Fund in DealCloud aligned with Links, Metadata, Events and Audit reports, Files 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 DealCloud; and records from DealCloud 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 Keep DealCloud contacts and relationships in sync with an enrichment or email platform to maintain accurate firm-wide relationship intelligence.
- 02 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 03 Mirror folder Permissions from a directory or access-management system so entitlements stay consistent across teams.
- 04 Stream Egnyte audit Events (file, login, permission, and Link changes) into a warehouse or SIEM for compliance and governance reporting.
Common sync patterns
One place for a customer's files
Attachments that accumulate against a record in DealCloud 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 DealCloud, 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 DealCloud, so the customer's paperwork sits with the relationship instead of a shared drive.
What you can sync between DealCloud 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.
| DealCloud objects | Egnyte objects | How this pairing syncs | |
|---|---|---|---|
| User Synced with incremental and full sync. | 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. | |
| Fund Synced with incremental and full sync. | Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. | Fund is specific to DealCloud and Metadata to Egnyte — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. | Investment is specific to DealCloud and Events and Audit reports to Egnyte — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. | Relationship is specific to DealCloud and Files to Egnyte — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. | Activity is specific to DealCloud and Folders to Egnyte — each maps to any object or custom field on the other side. | |
| Task Synced with incremental and full sync. | Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. | Task is specific to DealCloud and Groups to Egnyte — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Egnyte Interval-based propagation
DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.
DeliveryEach detected change is written to Egnyte through its API, with automatic retries and rate-limit backoff.
Egnyte DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
- 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 DealCloud ⇄ Egnyte
Connect DealCloud and Egnyte for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Egnyte connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Egnyte record.
Observability
Monitoring
Track your DealCloud ⇄ Egnyte sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between DealCloud and Egnyte.
How the DealCloud and Egnyte connectors work
DealCloud
- Integration surface
- REST API (DealCloud Data API v2)
- Authentication
- OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
- Change detection
- Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
- Capabilities
- read · write
- Rate limits
- API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
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 DealCloud 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 DealCloud 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.
DealCloud
connected
Egnyte
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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 · DealCloud ⇄ 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.
DealCloud EgnyteCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Egnyte integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Egnyte: authenticate both systems, choose the objects to sync (such as DealCloud's User and Fund), map fields visually, and changes propagate both ways in milliseconds — no code required.
-
On the DealCloud side: Deal, Company, Contact, Fund, plus custom fields where DealCloud exposes them. On the Egnyte side: Links, Metadata, Events and Audit reports, Files. Stacksync auto-detects both schemas and converts types between the two systems.
-
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.
-
Common patterns for DealCloud 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 DealCloud 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.
-
DealCloud: REST API (DealCloud Data API v2). Authentication: OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes. 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.
-
DealCloud: There is no universal native change-data-capture, so incremental sync relies on each entry's last-modified timestamp. Egnyte: Rate limits are enforced per access token rather than per app key, so one user exhausting quota does not block other users under the same key. Stacksync's field mapping accounts for these differences between DealCloud and Egnyte without custom code.
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:
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