Accounting

Qwilr + StackGo

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

Qwilr publishes 5 trigger events and 1 action 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 Qwilr is

Qwilr is reimagining the way you communicate with your clients. We help you make beautiful, intuitive sales and marketing documents that look impressive and integrate seamlessly with your business.

Description supplied by Qwilr.

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 Qwilr 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.

Everything else Qwilr publishes

Qwilr’s public integration surface

The rest of what Qwilr exposes on Zapier, beyond the workflow. This is the raw material a connector would use.

5 events
  • Project Accepted
  • New Project
  • Project First Viewed
  • Project Published
  • Test
1 action
  • Create Project

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

Where this sits

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

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

Want Qwilr connected?

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

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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.