Accounting

Quotient + StackGo

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

Quotient publishes 7 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 Quotient is

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

Description supplied by Quotient.

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.

  • Customer Asked Question
The write-back

What StackGo puts back on the record

A Quotient 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 Quotient
  • Create Contact

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

Everything else Quotient publishes

Quotient’s public integration surface

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

6 more events
  • Test Ping
  • Quote Accepted
  • Quote Completed
  • Quote Declined
  • Quote Sent
  • Customer Viewed Quote
1 more action
  • Create Lead

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

Questions

Common questions about Quotient

How to integrate a quotient?

There is no StackGo connector for Quotient yet. Quotient publishes 7 trigger events and 2 actions through Zapier, including “Customer Asked Question”, so building one is realistic. Requests decide the build order.

What is the integral of q?

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.

How would a check result show up in Quotient?

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

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

Where this sits

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

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

Want Quotient connected?

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

Request this integration

Ready 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.