CRM

Attio + StackGo

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

Attio publishes 7 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
What Attio is

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Description supplied by Attio.

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 Attio 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 Attio
  • Create or Update Record
  • Create Record
  • Create Task
  • Create Note

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

Everything else Attio publishes

Attio’s public integration surface

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

7 events
  • Call Recording Created
  • Entry Attribute Changed (deprecated)
  • Entry Status Changed (deprecated)
  • New Entry (deprecated)
  • Record Created
  • Record Deleted
  • Record Updated
12 more actions
  • Create or Update List Entry by Parent Record
  • Find or Create Company (deprecated)
  • Link Person and Company (deprecated)
  • Find or Create Entry (deprecated)
  • Create List Entry
  • Find or Create Person (deprecated)
  • Create Storage Location
  • Delete List Entry
  • Update Entry Attributes (deprecated)
  • Update List Entry
  • Update Record
  • Update Task

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

Questions

Common questions about Attio

How would a check result show up in Attio?

Through Attio’s own write operations: “Create or Update Record”, “Create Record”, “Create Task”, “Create Note”. You choose which fields are written, and you can also run it one-way, with nothing written back to Attio at all.

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

Where this sits

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

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

Want Attio 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.