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CRM ⇄ Database

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

Keep Gladly and OpenSearch 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 Gladly and OpenSearch

Treat Gladly like part of your database: its records live in OpenSearch 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 OpenSearch, where it can be queried and joined like everything else.

Stacksync mirrors Agents, Topics, Tasks, Customer profiles from Gladly into Indexes, Documents, Index aliases, Index templates in OpenSearch with real-time, bi-directional sync. Read CRM records with plain queries; write updates from your application and they appear in Gladly 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

  • Push conversation outcomes into a CRM so account teams see support context on their accounts.
  • Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
  • Sync product catalogs from an ERP or database into the indexes that back storefront search.
  • Keep Postgres as the source of truth while mirroring rows to OpenSearch for full-text and vector queries.

Trigger workflows from CRM changes

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

Query the CRM like a database

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

Product events onto CRM records

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

What you can sync between Gladly and OpenSearch

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.

Gladly objects OpenSearch objects
Tasks Follow-up work items created from external triggers or synced for workload reporting. Documents JSON records written via the index and bulk APIs and read via search queries
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Index templates Mapping and settings presets applied to new indexes a sync creates
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Ingest pipelines Server-side processors that transform documents as they are written
Agents User records used to attribute work in CX analytics. Data streams Append-oriented time-series storage for logs and events pushed from source systems
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Snapshots Backup artifacts, relevant when reseeding an index from a repository
What ships with Gladly ⇄ OpenSearch

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Gladly and OpenSearch connectors work

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

OpenSearch

Integration surface
REST API over HTTP(S) with JSON payloads
Authentication
basic authentication with the security plugin, or AWS IAM request signing on Amazon OpenSearch Service
Change detection
no native change feed; reads rely on queries with scroll or point-in-time polling
Capabilities
read · write
Rate limits
throughput bounded by cluster sizing rather than fixed API quotas
How it works

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

    Choose tables

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

Gladly and OpenSearch integration FAQ

SECURITY

Security teams love 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 386 integrations available for Gladly and OpenSearch.

Popular · 8 of 386
All Gladly integrations All OpenSearch integrations Browse all integrations
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