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Database ⇄ CRM

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

Keep OpenSearch 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 OpenSearch and Vitally

Treat Vitally 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 Custom Trait, Account, User, Organization from Vitally into Data streams, Snapshots, Indexes, Documents in OpenSearch 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 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
  • 02 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
  • 03 Index support tickets and activity logs from SaaS tools for operational dashboards.
  • 04 Backfill or rebuild indexes from a database after mapping changes without hand-written ETL.

Common sync patterns

Product events onto CRM records

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

Internal tools without API code

Back-office apps read and write the synced tables; Stacksync handles the Vitally API, limits, and retries.

Trigger workflows from CRM changes

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

What you can sync between OpenSearch 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.

OpenSearch objects Vitally objects How this pairing syncs
Ingest pipelines Server-side processors that transform documents as they are written Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. Ingest pipelines is specific to OpenSearch and Account to Vitally — each maps to any object or custom field on the other side.
Data streams Append-oriented time-series storage for logs and events pushed from source systems User End users tied to accounts, including activity and custom traits. Data streams is specific to OpenSearch and User to Vitally — each maps to any object or custom field on the other side.
Snapshots Backup artifacts, relevant when reseeding an index from a repository Organization Parent organizations for hierarchical B2B account structures. Snapshots is specific to OpenSearch and Organization to Vitally — each maps to any object or custom field on the other side.
Indexes The core container; synced records land in indexes with defined mappings Task CS tasks and follow-ups, readable and writable for workflow sync. Indexes is specific to OpenSearch and Task to Vitally — each maps to any object or custom field on the other side.
Documents JSON records written via the index and bulk APIs and read via search queries Note Account and user notes captured by success teams. Documents is specific to OpenSearch and Note to Vitally — each maps to any object or custom field on the other side.
Index aliases Stable names over rotating indexes, used for zero-downtime reindex during backfills Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Index aliases is specific to OpenSearch and Conversation to Vitally — each maps to any object or custom field on the other side.

How changes propagate between OpenSearch 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.

OpenSearch Vitally Interval-based propagation

DetectionStacksync polls OpenSearch for changes on an incremental schedule, reading only records changed since the previous pass. No native change feed.

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

Vitally OpenSearch Sub-second propagation

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

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

Rate-limit considerations

  • OpenSearch: Throughput bounded by cluster sizing rather than fixed API quotas.
  • Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with OpenSearch ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever OpenSearch 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 OpenSearch or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the OpenSearch and Vitally connectors work

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

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

    Choose tables

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

OpenSearch 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 OpenSearch and Vitally.

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