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 6 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Accounting System of record Not connected yet

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What Canopy is

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.

The trigger

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

The write-back

What StackGo puts back on the record

A Canopy connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes 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)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Canopy

Create Business Client
Create Individual Client
Finds a Business Client
Finds an Individual Client

Canopy's own write operations. The result goes onto the record you already work in.

Everything else Canopy publishes

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.

2 more actions

Update Business Client
Update Individual Client

Names are Canopy’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Canopy

What is canopy software used for?

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”, “Finds a Business Client”, “Finds an Individual Client”. You choose which fields are written, and you can also run it one-way, with nothing written back to Canopy at all.