CRM

Agora + StackGo

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

Agora publishes 0 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 Agora is

Agora helps real estate firms accelerate their growth and exceed investors’ expectations with digital transformation

Description supplied by Agora.

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 deal or opportunity is wonStarts intake and runs identityStatus on the contact
A contact is createdSends a branded verification requestVerification status
Contact details changeRe-screens against sanctions and PEP listsUpdated status, alert if changed
The write-back

What StackGo puts back on the record

A Agora 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 Agora
  • Create Contact as Lead

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

Questions

Common questions about Agora

What is agora API?

There is no StackGo connector for Agora yet. Agora publishes 0 trigger events and 1 actions through Zapier, so building one is realistic. Requests decide the build order.

What is Agora AI?

Agora helps real estate firms accelerate their growth and exceed investors’ expectations with digital transformation

How would a check result show up in Agora?

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

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

Where this sits

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

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

If you use Agora, you probably also use

Want Agora 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.