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Storage ⇄ CRM

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

Keep Egnyte and Gladly 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 Egnyte and Gladly

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

Gladly 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Tasks, Customer profiles, Conversations, Conversation items in Gladly 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 Gladly; and records from Gladly 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 conversations and topics into a warehouse for CX analytics and staffing models.
  • 02 Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • 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 Gladly 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 Gladly, 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 Gladly, so the customer's paperwork sits with the relationship instead of a shared drive.

What you can sync between Egnyte and Gladly

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.

Egnyte objects Gladly objects How this pairing syncs
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Folders is specific to Egnyte and Customer profiles to Gladly — each maps to any object or custom field on the other side.
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Users is specific to Egnyte and Conversations to Gladly — each maps to any object or custom field on the other side.
Groups Groups and membership managed via the Groups API; kept aligned with directory or IdP groups that drive folder access. Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Groups is specific to Egnyte and Conversation items to Gladly — each maps to any object or custom field on the other side.
Permissions Folder permissions listed, set, and removed via the Permissions API; effective permission for a user/folder is computable. Agents User records used to attribute work in CX analytics. Permissions is specific to Egnyte and Agents to Gladly — each maps to any object or custom field on the other side.
Links Shared file and folder links created, listed, and revoked via the Links API; useful for governing and auditing external sharing. Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Links is specific to Egnyte and Topics to Gladly — each maps to any object or custom field on the other side.
Metadata Custom metadata keys and project fields on files/folders via the Metadata API; written for classification and read back for reporting. Tasks Follow-up work items created from external triggers or synced for workload reporting. Metadata is specific to Egnyte and Tasks to Gladly — each maps to any object or custom field on the other side.

How changes propagate between Egnyte and Gladly

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.

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

Gladly Egnyte Sub-second propagation

DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.

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

Rate-limit considerations

  • 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.
  • Gladly: Subject to the platform's API rate limits.
What ships with Egnyte ⇄ Gladly

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Egnyte and Gladly connectors work

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

Gladly

Integration surface
REST API
Authentication
API tokens used with basic authentication tied to an agent email
Change detection
Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits
How it works

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

    Choose tables

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

Egnyte and Gladly 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 402 integrations available for Egnyte and Gladly.

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