Affinity + StackGo
Run compliance from inside Affinity. Checks start from a record and the result lands back on the client.
Affinity publishes 6 trigger events and 9 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Affinity is an AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.
Description supplied by Affinity.
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 Organization
- New Opportunity
- New Person
What StackGo puts back on the record
A Affinity 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.
- Create a Organization
- Create a Person
- Create a Note
Affinity's own write operations. The result goes onto the record you already work in.
Affinity’s public integration surface
The rest of what Affinity exposes on Zapier, beyond the ones above. This is the raw material a connector would use.
- Field Value Changes
- New List Entry
- New List
- New Organization List Entry
- New Opportunity List Entry
- New Person List Entry
- Add a Person, Organization, or Opportunity to a List
- Create a Opportunity
- Update an Entity
Names are Affinity’s own, read from its public Zapier listing on 23 October 2026.
Common questions about Affinity
What is Affinity software used for?
Affinity is an AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.
How do I integrate Claude with Affinity?
There is no StackGo connector for Affinity yet. Affinity publishes 6 trigger events and 9 actions through Zapier, including “New Organization”, so building one is realistic. Requests decide the build order.
What does Affinity mean?
Affinity is an AI-first private capital CRM that turns relationship intelligence into action across the investment lifecycle.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Affinity is made by zapier.com/affinity.co. We are not affiliated with them.
Want Affinity connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady 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.