Canopy + StackGo
Run compliance from inside Canopy. Checks start from a record and the result lands back on the client.
Canopy publishes 4 trigger events and 4 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Description supplied by Canopy.
What starts a check
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
- Business Client Info Updated
- Individual Client Info Updated
- New Business Client
- New Individual Client
What StackGo puts back on the record
A Canopy connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write on the systems it connects to today.
- Verification status
- Risk rating
- Last checked
- Report link
- Verified name
- Date of birth
- Document checked
- Screening result
- Beneficial owners
- Form responses
- Verification report (PDF)
Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.
- Create Business Client
- Create Individual Client
Canopy's own write operations. The result goes onto the record you already work in.
Canopy’s public integration surface
The rest of what Canopy exposes on Zapier, beyond the ones above. This is the raw material a connector would use.
- Update Business Client
- Update Individual Client
Names are Canopy’s own, read from its public Zapier listing on 23 October 2026.
Common questions about Canopy
What is canopy software used for?
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Which Canopy events can start a compliance check?
“Business Client Info Updated”, “Individual Client Info Updated”, “New Business Client”, “New Individual Client”. These are Canopy’s own trigger names from its public Zapier listing. StackGo does not connect to Canopy yet, so they show where a connector would start.
How would a check result show up in Canopy?
Through Canopy’s own write operations: “Create Business Client”, “Create Individual Client”. You choose which fields are written, and you can also run it one-way, with nothing written back to Canopy at all.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Canopy is made by www.canopytax.com. We are not affiliated with them.
Want Canopy connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady to make onboarding minutes, not hours?
Start free and run your first check today, or book a demo and we will walk you through it.