CRM

Albi + StackGo

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

Albi publishes 16 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet

Also listed under Marketing

What Albi is

Built for restorers, Albi is the all-in-one platform that streamlines your entire operation—automating tasks and delivering detailed reporting—so you can make smarter decisions, get paid faster and propel your business forward.

Description supplied by Albi.

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.

  • Contact Status Change
  • Organization Status Change
  • New Contact
  • New Organization
The write-back

What StackGo puts back on the record

A Albi 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 Albi
  • Create Contact
  • Create Organization
  • Create Task
  • Change Contact Status

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

Everything else Albi publishes

Albi’s public integration surface

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

12 more events
  • Activity Type Options
  • New Project
  • New Relationship Activity
  • New Relationship
  • New Task
  • Project Date Modified
  • Project Linked
  • Project Status Changed
  • Project Roles Options
  • Referral Source Options
  • Relationship Status Options
  • Relationship Type Option
12 more actions
  • Change Organization Status
  • Create Project
  • Create Project Note
  • Create Event
  • Create Relationship Activity
  • Retrieve Contact
  • Retrieve Organization
  • Get Activity
  • Get Project Staff
  • Get Staff
  • Get Task
  • Retrieve Modified Project Date

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

Questions

Common questions about Albi

Which Albi events can start a compliance check?

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

How would a check result show up in Albi?

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

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

Where this sits

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

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

Want Albi 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.