Custodian brokers are agents placed in strategic locations around the organisation with visibility of file systems, such as Dropbox or Sharepoint and email, the brokers aim is to find potential sources of person or company information that could represent a company or contact.

In fact our intelligent agents gone a long way beyond such the simple collection of files, they understand when they see a file the context that lies within it, this means that EntityStream Custodian can be configured to identify person data, entity data, vehicle data, invoice data and much much more.


One way connectors allow us to collect data from locations inside and outside your organisation, they require read only access to data storage, and they try to identify interesting data that should be inspected, matched and potentially distributed to other systems

  • Microsoft Exchange

  • Outlook365

  • Lotus Notes

  • Google Sheets

  • Excel Spreadsheets (XLS/XLSX)

  • CSV

  • XML

Where the source type is a file, it can be hosted on any of the below platforms:

  • Sharepoint

  • File systems (remote or local)
  • Dropbox
  • OneDrive

  • GoogleDrive


Two way connectors, follow the same pattern as one way Рhowever in the event that user makes a change to the data Рthis can be broadcast to those systems. 

  • Salesforce (SFDC)

  • Dynamics 365

  • Mailchimp
  • Clickfunnels
  • HubSpot
  • ActiveCampaign
  • EventBrite
  • AgileCRM
  • Zoho CRM
  • CapsuleCRM
  • and more coming, in 2019!