Real-time
Two-way sync
Changes in Servicemax or Vitally instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Servicemax to Vitally integration — real-time, two-way sync
Keep Servicemax 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.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Servicemax and Vitally
Sync what happens in Servicemax with the customer records in Vitally, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Servicemax holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Contacts, Cases, Products, Work Orders in Servicemax to User, Organization, Task, Note in Vitally with bi-directional, real-time sync. Activity and record changes in Servicemax update the matching contact or account in Vitally, and CRM data flows the other way wherever Servicemax can store and use it.
Common use cases
- 01 Mirror Accounts and Contacts between ServiceMax and the CRM system of record so customer and site data stays consistent.
- 02 Sync Work Orders (SVMXC__Service_Order__c) and Work Details bi-directionally with Postgres so ops and analytics teams read and write field-service data in plain SQL.
- 03 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
- 04 Sync account health scores and lifecycle stages from Vitally into a CRM so sales sees churn risk before renewals.
Common sync patterns
Where Servicemax processes payments
Charges, refunds, and subscription changes appear on the account in Vitally, so revenue context lives with the relationship.
Where Servicemax can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Vitally sync into Servicemax, so people working there have the context without switching tools.
Where Servicemax supplies contact or company data
Enriched fields land directly on records in Vitally, and refreshes keep them from going stale.
What you can sync between Servicemax 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.
| Servicemax objects | Vitally objects | How this pairing syncs | |
|---|---|---|---|
| Accounts Standard Salesforce Account; customer and site company records; synced two-way with CRM and database customer tables. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| Installed Products SVMXC__Installed_Product__c; the installed-base asset record driving entitlement and service history; synced with asset and IoT databases. | Custom Trait Custom account and user traits for segmentation. | Installed Products is specific to Servicemax and Custom Trait to Vitally — each maps to any object or custom field on the other side. | |
| Service Contracts SVMXC__Service_Contract__c; coverage and entitlement agreements; synced to warehouses for renewal, SLA, and warranty reporting. | User End users tied to accounts, including activity and custom traits. | Service Contracts is specific to Servicemax and User to Vitally — each maps to any object or custom field on the other side. | |
| Stock History SVMXC__Stock_History__c; append-only log of inventory transactions (RMA, shipment, parts receipt); read out for parts and inventory analytics. | Organization Parent organizations for hierarchical B2B account structures. | Stock History is specific to Servicemax and Organization to Vitally — each maps to any object or custom field on the other side. | |
| Contacts Standard Salesforce Contact; people linked to Accounts and service sites; synced with CRM and support person records. | Task CS tasks and follow-ups, readable and writable for workflow sync. | Contacts is specific to Servicemax and Task to Vitally — each maps to any object or custom field on the other side. | |
| Cases Standard Salesforce Case; support records that often precede a Work Order; synced with help desk tools and reporting databases. | Note Account and user notes captured by success teams. | Cases is specific to Servicemax and Note to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Servicemax 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.
Servicemax Vitally Sub-second propagation
DetectionChanges in Servicemax are captured at the source via change data capture — no polling loop against its API. Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object.
DeliveryEach detected change is written to Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Servicemax Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
DeliveryEach detected change is written to Servicemax through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Servicemax: Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Servicemax ⇄ Vitally
Connect Servicemax and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Servicemax–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Servicemax 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 Servicemax or Vitally record.
Observability
Monitoring
Track your Servicemax ⇄ Vitally sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Servicemax and Vitally.
How the Servicemax and Vitally connectors work
Servicemax
- Integration surface
- Salesforce REST, SOAP, and Bulk APIs (ServiceMax is a managed package on the Salesforce platform)
- Authentication
- Salesforce OAuth login via a user with API access; the connecting profile needs object and field permissions on ServiceMax's SVMXC__ objects
- Change detection
- Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled
- Capabilities
- read · write · CDC
- Rate limits
- Governed by the Salesforce org-wide daily API request allocation, shared across all integrations and scaled by edition and license count
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 Servicemax 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 Servicemax 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.
Servicemax
connected
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Servicemax 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 · Servicemax ⇄ 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.
Servicemax VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Servicemax and Vitally integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Servicemax and Vitally: authenticate both systems, choose the objects to sync (such as Servicemax's Accounts and Installed Products), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Servicemax and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Servicemax–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both Servicemax 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 Servicemax: Salesforce mechanisms — Apex triggers or polling on SystemModstamp/LastModifiedDate, with Change Data Capture / Platform Events available per object where enabled. 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.
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On the Servicemax side: Contacts, Cases, Products, Work Orders, plus custom fields where Servicemax exposes them. On the Vitally side: User, Organization, Task, Note. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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:
Related integrations
Every pair below is a real-time, two-way sync. Search all 416 integrations available for Servicemax and Vitally.
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Servicemax ⇄ Freshworks CRM -
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Vitally ⇄ Gainsight -
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No integrations match .
