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CRM ⇄ Accounting and finance

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

Keep Gladly and Rillet 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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Why teams connect Gladly and Rillet

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

Finance and sales describe the same customers in different systems. Gladly knows the relationship: who the contacts are and what is in motion with the account. Rillet 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 Account, Customer, Vendor, Invoice in Rillet to Conversations, Conversation items, Agents, Topics in Gladly 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

  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • Keep customer attributes such as loyalty tier and lifetime value synced from a warehouse into Gladly profiles for routing and prioritization.
  • Push conversation outcomes into a CRM so account teams see support context on their accounts.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Gladly, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

Collections with context

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

What you can sync between Gladly and Rillet

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 Rillet objects
Topics Categorization applied to conversations; the key dimension for contact-driver reporting. Charge Synced with incremental and full sync per the Stacksync docs.
Tasks Follow-up work items created from external triggers or synced for workload reporting. Reimbursement Synced with incremental and full sync per the Stacksync docs.
Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. Custom Field Synced with incremental and full sync per the Stacksync docs.
Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. Account Synced with incremental and full sync per the Stacksync docs.
Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. Customer Synced with incremental and full sync per the Stacksync docs.
Agents User records used to attribute work in CX analytics. Vendor Synced with incremental and full sync per the Stacksync docs.
What ships with Gladly ⇄ Rillet

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Gladly or Rillet 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 Rillet record.

Observability

Monitoring

Track your Gladly ⇄ Rillet 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 Rillet.

How the Gladly and Rillet 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

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

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

    Choose tables

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

Gladly and Rillet 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 Rillet.

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