In less than two weeks
we integrated Agiloft
into our business processes.
Agiloft comes with prebuilt integration to a wide range of common applications and a robust set of APIs to ease integration with other systems.
Because the data model is entirely flexible, it can precisely map to the requirements of other systems and the transfer of
information may be triggered by workflow events or scheduled by timer-based business rules.
This same flexibility allows legacy systems to be imported into Agiloft, while maintaining existing data, relationships, and the business processes that depend on them.
|Full integration with LDAP and Microsoft Active directory eliminates the overhead of maintaining user accounts on multiple servers.
LDAP users are treated exactly like regular users with group access permissions and configurable mapping between user fields and LDAP attributes.
|SAML 2.0||Authenticate login requests via a trusted SAML 2.0 identity provider such as Centrify, Microsoft Azure, RSA, PingOne, Okta, ADFS 2.0 and 3.0, Shibboleth, and OneLogin. Automatically sync users and attribute details between Agiloft and a SAML 2.0 server during login.|
|Single Sign-On||The OAuth 2.0, SPNEGO, LDAP, Active Directory, Windows NTLM V1,V2 and Google Single Sign-on integrations allow users to sign into the system with just one click.
Integration with proprietary systems and web portals is also supported as described in the administrator documentation.
|Adobe Sign and DocuSign||Included with all CLM editions – generate and distribute documents for e-Signature from within Agiloft to speed the authorization process and reducing costs.|
|MS Outlook client||Create records, or import existing emails, directly from your Outlook client.|
Dynamically generate contracts, summary sheets, price quotes, or any document using your own Word templates with a single mouse click.
Edit and save document versions without having to save locally.
Compare two documents, flag if differences exist, and identify differences without having to leave the system.
Word Add-In allows Agiloft CLM functionality directly in Microsoft Word, enabling contract creation, review, redlining, as well as AI-based analysis, metadata and clause extraction, and risk scoring while saving all changes within Agiloft.
|MS Excel||Automatically synchronize Agiloft tables with Excel spreadsheets. Full firewall transparency is supported through the use of web services.
Generate full reports and summary information in Excel format.
Import or export data to Excel manually or automatically.
Automatically generate maps and directions.
Attach Google Docs to records and use them in your workflows.
|Text file||Automatically synchronize Agiloft tables with text files formatted in XML, JSON, or plain text with any delimiter (such as tab or csv). Full firewall transparency is supported through the use of web services.
Import or export data manually or automatically.
|Barcode scanners||Automatically import data gathered from barcode scanners.|
|Hotlinks||The Hotlink API allows records to be created, edited or searched using manually or automatically generated hotlinks and supports single sign-on integration with proprietary systems and web portals.|
Additional Prebuilt Integrations
|MS Exchange||Use bi-directional or one-way sync to synchronize contacts and calendar events directly with an MS Exchange server. Full firewall transparency is supported through the use of web services.|
|Tableau||One-way sync enables Agiloft data to be used to create advanced data visualizations in Tableau.|
|Dell Boomi*||Connect with Boomi’s integration platform to sync Agiloft data with large application ecosystems including ERP, CRM, and other enterprise apps.|
|Jira||Use bi-directional or one-way sync between Agiloft and Jira to synchronize ticket or request information with Jira, triggering notifications, assignments, and other updates.|
|Salesforce||Real-time integration allows bi-directional or one-way sync to synchronize contacts, contracts, attached files, companies, fields, opportunities, and other record types via event or time-based triggers.|
|Microsoft Dynamics*||Use bi-directional or one-way sync to synchronize contacts, contracts, attached files, companies, opportunities and other record types.|
Monitor and manage assets with Agiloft’s prebuilt integration with Microsoft’s System Center Configuration Manager (SCCM).
Set up a one-directional sync using time-based rules that can pull the information from SCCM into Agiloft and automatically map the relationships between SCCM child and parent assets, including PCs, Macs, and Unix/Linux servers, cloud-based mobile devices, and more.
Remotely view, diagnose and fix servers, computers, and mobile devices with Bomgar, then send session details back to Agiloft.
|Direct DB Integration||Load information from other databases and treat it as native Agiloft data through direct integration with any database that supports JDBC drivers.|
* Requires Enterprise or Enterprise Extended license
|Web Services||A full Web Services API supports custom integration with other systems and to make the task easier, the system automatically generates sample web services code for each table in both Java and .NET compatible format.|
|REST||The REST interface provides a clean and easy integration method when the full sophistication of Web Services is not required and supports Create, Read, Update, Delete and Select operations.
|Python||The power of the Workflow and Business Rules engine means that custom scripting is very rarely required, but for those special cases, business logic and interfaces with other systems can be added through custom Python scripts.|
|Perl||Perl scripting is also supported for those who prefer it, or where the external system has a Perl, rather than a Python API.|
|XML||Data is transferred to scripts using a fully documented XML transport layer and you may use this to write scripts in the language of your choice.|
|JavaBean||For advanced scripting, the full power of the internal API’s is exposed through the JavaBean interface.|
API Synchronization Engine
|Open Engine||The External System Adapter (ESA) synchronization engine is the core capability behind many of the pre-built integrations described above. Agiloft provides an open platform upon which you can rapidly build custom synchronization with other applications, using your choice of programming language. The pre-built integrations with MS Exchange, Excel and Salesforce are all built on this architecture.|