FreshBooks + StackGo

Run compliance from inside FreshBooks. Checks start from a record and the result lands back on the client.

FreshBooks publishes 17 trigger events and 25 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 FreshBooks is

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.

Description supplied by FreshBooks.

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.

New Client
New Staff Member

The write-back

What StackGo puts back on the record

A FreshBooks 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.

How it lands in FreshBooks

Create Client
Create Credit Note

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

Everything else FreshBooks publishes

FreshBooks’s public integration surface

The rest of what FreshBooks exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

14 more events

New Estimate
New Expense
New Invoice
New Bill
New Credit Note
New Filtered Invoice
New Project
New Vendor
New Invoice Payment
New Time Entry
Updated Bill
Updated Estimate
Updated Invoice
Updated Project

14 more actions

Add Payment to Invoice
Create Bill
Create Checkout Link
Create Estimate
Create Expense
Create Invoice
Create Invoice PDF
Create Other Income
Create Project
Create Recurring Invoice
Create Time Entry
Create Vendor
Delete Checkout Link
Send Estimate

Names are FreshBooks’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about FreshBooks

Which FreshBooks events can start a compliance check?

“New Client”, “New Staff Member”. These are FreshBooks’s own trigger names from its public Zapier listing. StackGo does not connect to FreshBooks yet, so they show where a connector would start.

How would a check result show up in FreshBooks?

Through FreshBooks’s own write operations: “Create Client”, “Create Credit Note”. You choose which fields are written, and you can also run it one-way, with nothing written back to FreshBooks at all.