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Accounting and finance ⇄ CRM

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

Keep Pigment 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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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Pigment and Vitally

Sync customers, invoices, and payment status between Pigment and Vitally in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Vitally knows the relationship: who the contacts are and what is in motion with the account. Pigment knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Data imports, Users and permissions, Applications, Metrics in Pigment to Conversation, NPS Response, Custom Trait, Account in Vitally with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Push CRM pipeline data (deals, stages, amounts) into Pigment for revenue and capacity planning.
  • 02 Export approved budgets and forecasts back to a warehouse or Postgres for downstream reporting.
  • 03 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
  • 04 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.

Common sync patterns

Billing detail changes flow back

When a contact or address is corrected in Vitally, Pigment gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Vitally when chasing a balance, and sales sees that the chase is happening.

Where Vitally tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Pigment with the right billing details, so invoicing starts without re-keying.

What you can sync between Pigment 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.

Pigment objects Vitally objects How this pairing syncs
Dimension lists Master data like accounts, products, or employees that metrics are sliced by Organization Parent organizations for hierarchical B2B account structures. Dimension lists is specific to Pigment and Organization to Vitally — each maps to any object or custom field on the other side.
Tables Row-based transactional data loaded into models from source systems Task CS tasks and follow-ups, readable and writable for workflow sync. Tables is specific to Pigment and Task to Vitally — each maps to any object or custom field on the other side.
Scenarios Versions such as budget, forecast, and actuals that give exported figures their context Note Account and user notes captured by success teams. Scenarios is specific to Pigment and Note to Vitally — each maps to any object or custom field on the other side.
Data imports Scheduled loads that bring actuals from ERPs, CRMs, and HRIS into the model Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. Data imports is specific to Pigment and Conversation to Vitally — each maps to any object or custom field on the other side.
Users and permissions Access controls governing which model areas a sync can touch NPS Response NPS survey responses for account-health reporting. Users and permissions is specific to Pigment and NPS Response to Vitally — each maps to any object or custom field on the other side.
Applications Planning models organized by domain such as finance, sales, or workforce Custom Trait Custom account and user traits for segmentation. Applications is specific to Pigment and Custom Trait to Vitally — each maps to any object or custom field on the other side.

How changes propagate between Pigment 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.

Pigment Vitally Interval-based propagation

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

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

Vitally Pigment Sub-second propagation

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

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

Rate-limit considerations

  • Pigment: 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 Pigment ⇄ Vitally

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Pigment 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 Pigment or Vitally record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Pigment and Vitally connectors work

Pigment

Integration surface
REST-based import and export API
Authentication
API keys, issued separately for import and export
Change detection
no change feed; syncs run scheduled imports and exports
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 Pigment 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 Pigment 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
    Pigment connected
    Vitally connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Pigment 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 Pigment and Vitally.

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