CRM

Agent + StackGo

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

Agent publishes 6 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Agent is

Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.

Description supplied by Agent.

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.

  • Lead Source
  • New Contact
The write-back

What StackGo puts back on the record

A Agent 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 Agent
  • Create Contact

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

Everything else Agent publishes

Agent’s public integration surface

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

4 more events
  • Auto Email
  • Auto SMS
  • Group Source
  • Test Trigger

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

Questions

Common questions about Agent

What is an agent API?

There is no StackGo connector for Agent yet. Agent publishes 6 trigger events and 1 actions through Zapier, including “Lead Source”, so building one is realistic. Requests decide the build order.

Which Agent events can start a compliance check?

“Lead Source”, “New Contact”. These are Agent’s own trigger names from its public Zapier listing. StackGo does not connect to Agent yet, so they show where a connector would start.

How would a check result show up in Agent?

Through Agent’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 Agent at all.

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

Where this sits

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

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

Want Agent 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.