Real-time
Two-way sync
Changes in JobBOSS² or Vitally instantly reflect in both systems. No stale data, no manual imports.
ERP ⇄ CRM
JobBOSS² to Vitally integration — real-time, two-way sync
Keep JobBOSS² 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
Case study
Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect JobBOSS² and Vitally
Close the gap between front office and back office: Vitally and JobBOSS² share customers and status in real time, in both directions.
Vitally holds the customer relationship; JobBOSS² runs the operations and records behind the business. The two overlap wherever the same organizations and transactions matter to both, and when that overlap is bridged by re-keying or overnight batch, each side spends the day working from stale data.
Stacksync syncs Task, Note, Conversation, NPS Response in Vitally with Quotes / Estimates, Jobs / Work Orders, Routings & Operations, Materials & Inventory in JobBOSS² field by field, in real time, and in both directions. You decide which system owns which fields; Stacksync keeps every copy consistent and resolves conflicts by rules you set.
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 Mirror job costing and invoice data into accounting or BI systems for margin reporting per job
- 04 Keep customer and vendor records consistent between JobBOSS² and the rest of the stack
Common sync patterns
Where JobBOSS² manages people and org data: keep Vitally aligned
Owners, territories, and org structure informed by JobBOSS² stay current in Vitally.
Where JobBOSS² handles order-to-cash: closed-won flows through
A deal won in Vitally creates or updates the customer in JobBOSS² with clean data, so fulfillment and invoicing start without re-entry.
Where JobBOSS² is the finance system of record: money status on the account
Invoice and payment state from JobBOSS² shows on the account in Vitally, so reps see balances before promising the next order.
What you can sync between JobBOSS² 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.
| JobBOSS² objects | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Time Entries Shop-floor time data consolidates into costing and payroll reporting. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Time Entries is specific to JobBOSS² and Conversation to Vitally — each maps to any object or custom field on the other side. | |
| Invoices Billing documents flow to accounting and BI systems. | NPS Response NPS survey responses for account-health reporting. | Invoices is specific to JobBOSS² and NPS Response to Vitally — each maps to any object or custom field on the other side. | |
| Shipments Shipment records close the loop to customers and CRM records. | Custom Trait Custom account and user traits for segmentation. | Shipments is specific to JobBOSS² and Custom Trait to Vitally — each maps to any object or custom field on the other side. | |
| Customers Customer records sync with CRM accounts so sales and the shop share one file. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Customers is specific to JobBOSS² and Account to Vitally — each maps to any object or custom field on the other side. | |
| Quotes / Estimates Estimating records sync to CRM pipelines so quote status is visible outside the ERP. | User End users tied to accounts, including activity and custom traits. | Quotes / Estimates is specific to JobBOSS² and User to Vitally — each maps to any object or custom field on the other side. | |
| Jobs / Work Orders Job records carry production status back to sales and customer-facing tools. | Organization Parent organizations for hierarchical B2B account structures. | Jobs / Work Orders is specific to JobBOSS² and Organization to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between JobBOSS² 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.
JobBOSS² Vitally Interval-based propagation
DetectionStacksync polls JobBOSS² for changes on an incremental schedule, reading only records changed since the previous pass. Polling.
DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.
Vitally JobBOSS² Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is written to JobBOSS² through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- JobBOSS²: Subject to the platform's API rate limits.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with JobBOSS² ⇄ Vitally
Connect JobBOSS² and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every JobBOSS²–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever JobBOSS² 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 JobBOSS² or Vitally record.
Observability
Monitoring
Track your JobBOSS² ⇄ Vitally sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between JobBOSS² and Vitally.
How the JobBOSS² and Vitally connectors work
JobBOSS²
- Integration surface
- REST API (vendor-provided; coverage varies by edition and deployment)
- Authentication
- API key or vendor-issued credentials
- Change detection
- Polling
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits
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 JobBOSS² 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.
- 01
Connect your apps
Authenticate JobBOSS² 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.
JobBOSS²
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the JobBOSS² 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.
objects · JobBOSS² ⇄ VitallyCustomers 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.
JobBOSS² VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
JobBOSS² and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between JobBOSS² and Vitally: authenticate both systems, choose the objects to sync (such as JobBOSS²'s Time Entries and Invoices), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Vitally: Default rate limiting is 1,000 requests/min using a token bucket; write requests consume more budget. JobBOSS²: As a system built for custom job shops, records like routings and estimates are structured per-job rather than per-catalog-product, which shapes how they map to CRM and accounting objects. Stacksync's field mapping accounts for these differences between JobBOSS² and Vitally without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means JobBOSS² and Vitally records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed JobBOSS² and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom JobBOSS²–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both JobBOSS² and Vitally. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on JobBOSS²: Polling. On Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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
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:
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