Invoice2go + StackGo

Run compliance from inside Invoice2go. Checks start from a record and the result lands back on the client.

Invoice2go publishes 0 trigger events and 2 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Accounting System of record Not connected yet

Also listed under Client onboarding

What Invoice2go is

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

Description supplied by Invoice2go.

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.

EventWhat StackGo doesWhat comes back
A new contact or customer is createdStarts identity collectionVerification status
A designated service is addedRuns the checks that service requiresResult and risk rating
Ownership or details changeRe-screens the related partiesUpdated status
The write-back

What StackGo puts back on the record

A Invoice2go 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 Invoice2go
  • Create Client

Invoice2go's own write operations. The result goes onto the record you already work in.

Everything else Invoice2go publishes

Invoice2go’s public integration surface

The rest of what Invoice2go exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

1 more action
  • Create Item

Names are Invoice2go’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about Invoice2go

How would a check result show up in Invoice2go?

Through Invoice2go’s own write operations: “Create Client”. You choose which fields are written, and you can also run it one-way, with nothing written back to Invoice2go at all.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Where this sits

Invoice2go is the record. StackGo runs the steps around it.

Every step writes back to Invoice2go, so the client record stays the source of truth.

Want Invoice2go connected?

Requests decide the build order. Tell us and we will tell you where it sits.

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