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Database ⇄ CRM

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

Keep Elasticsearch 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 Elasticsearch and Vitally

Treat Vitally like part of your database: its records live in Elasticsearch as real tables, and writes in either place sync to the other in seconds.

Product and engineering teams constantly need CRM data, and the CRM API is a poor way to get it: rate limits, pagination, custom objects, and integration code that breaks when an admin renames a field. What they actually want is the data in Elasticsearch, where it can be queried and joined like everything else.

Stacksync mirrors Organization, Task, Note, Conversation from Vitally into Indices, Documents, Index mappings, Aliases in Elasticsearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Vitally with validation intact. Go-to-market teams keep working in the CRM, engineers keep working in the database, and neither has to think about the other.

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 Sync CRM accounts and contacts into an Elasticsearch index to power internal search across customer records.
  • 04 Push product catalog data from an ERP or commerce database into Elasticsearch for storefront search.

Common sync patterns

Trigger workflows from CRM changes

Field and stage updates in Vitally arrive as row changes in Elasticsearch, ready to drive jobs and notifications.

Query the CRM like a database

Accounts, contacts, and custom objects from Vitally become tables in Elasticsearch you can join with application data directly.

Product events onto CRM records

Signup, usage, or lifecycle changes written to Elasticsearch sync onto the matching records in Vitally, giving go-to-market teams live product context.

What you can sync between Elasticsearch 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.

Elasticsearch objects Vitally objects How this pairing syncs
Aliases Stable read/write names that let a sync cut over between index versions without downtime. Organization Parent organizations for hierarchical B2B account structures. Aliases is specific to Elasticsearch and Organization to Vitally — each maps to any object or custom field on the other side.
Data streams Append-only targets for time-series or event data pushed from source systems. Task CS tasks and follow-ups, readable and writable for workflow sync. Data streams is specific to Elasticsearch and Task to Vitally — each maps to any object or custom field on the other side.
Ingest pipelines Server-side transforms applied to documents as a sync writes them. Note Account and user notes captured by success teams. Ingest pipelines is specific to Elasticsearch and Note to Vitally — each maps to any object or custom field on the other side.
Index templates Reusable settings and mappings applied automatically to new indices a sync creates. Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Index templates is specific to Elasticsearch and Conversation to Vitally — each maps to any object or custom field on the other side.
Indices Target containers for synced records; each holds a table-like collection of JSON documents. NPS Response NPS survey responses for account-health reporting. Indices is specific to Elasticsearch and NPS Response to Vitally — each maps to any object or custom field on the other side.
Documents The unit of sync; JSON records created, updated, and deleted by _id. Custom Trait Custom account and user traits for segmentation. Documents is specific to Elasticsearch and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Elasticsearch 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.

Elasticsearch Vitally Interval-based propagation

DetectionStacksync polls Elasticsearch for changes on an incremental schedule, reading only records changed since the previous pass. Polling on timestamp or sequence fields.

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

Vitally Elasticsearch Sub-second propagation

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

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

Rate-limit considerations

  • Elasticsearch: No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Elasticsearch ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Elasticsearch 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 Elasticsearch or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Elasticsearch and Vitally.

How the Elasticsearch and Vitally connectors work

Elasticsearch

Integration surface
REST API (JSON over HTTP)
Authentication
API keys or basic authentication; Elastic Cloud also issues service account tokens
Change detection
Polling on timestamp or sequence fields; Elasticsearch does not expose a native change feed or webhooks
Capabilities
read · write
Rate limits
No fixed request quota; throughput is bounded by cluster sizing, thread pools, and bulk queue capacity

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 Elasticsearch 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 Elasticsearch 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
    Elasticsearch connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Elasticsearch 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
CSA STAR
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 390 integrations available for Elasticsearch and Vitally.

Popular · 8 of 390
All Elasticsearch integrations All Vitally integrations Browse all integrations
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