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Storage ⇄ CRM

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

Keep Egnyte and Vitally 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 Vitally

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

Vitally 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 Done by hand, files drift away from the records they belong to and copies fall out of date.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 Task, Note, Conversation, NPS Response in Vitally aligned with Files, Folders, Users, Groups 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 Vitally; and records from Vitally 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 product-usage traits and NPS responses into a warehouse for retention and expansion reporting.
  • 02 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 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

A folder per account or deal

When an account or deal is created in Vitally, 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 Vitally, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from Vitally are written into Egnyte as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

What you can sync between Egnyte and Vitally

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 Vitally objects How this pairing syncs
Users Accounts managed via the Users API; provisioned, updated, and deactivated in sync with an HRIS or identity provider. User End users tied to accounts, including activity and custom traits. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Events and Audit reports File, login, permission, and sharing activity read via the Events API and Audit Reporting API; consumed read-only for compliance. Note Account and user notes captured by success teams. Events and Audit reports is specific to Egnyte and Note to Vitally — each maps to any object or custom field on the other side.
Files File content managed via the fs-content endpoint (upload/download, chunked for large files); synced two-way with other stores. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Files is specific to Egnyte and Conversation to Vitally — each maps to any object or custom field on the other side.
Folders Folder hierarchy managed via the fs endpoint (create, move, rename, delete); the tree structure is mirrored during sync. NPS Response NPS survey responses for account-health reporting. Folders is specific to Egnyte and NPS Response to Vitally — 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. Custom Trait Custom account and user traits for segmentation. Groups is specific to Egnyte and Custom Trait to Vitally — 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. Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Permissions is specific to Egnyte and Account to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Egnyte and Vitally

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

Vitally Egnyte Sub-second propagation

DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.

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.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Egnyte ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Egnyte or Vitally 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 Vitally record.

Observability

Monitoring

Track your Egnyte ⇄ Vitally 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 Vitally.

How the Egnyte and Vitally 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

Vitally

Integration surface
REST API with cursor-based pagination (sortable by createdAt/updatedAt)
Authentication
API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
Change detection
Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
Capabilities
read · write · webhooks
Rate limits
Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works

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

    Choose tables

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

Egnyte and Vitally 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 402 integrations available for Egnyte and Vitally.

Popular · 7 of 402
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