CRM

Basix + StackGo

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

Basix publishes 6 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 Basix is

Basix.ai is a sales execution tool that uses AI to power high performing sales processes.

Description supplied by Basix.

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.

  • Updated Contact
  • New Contact
The write-back

What StackGo puts back on the record

A Basix 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 Basix
  • Assign Contact to a Territory
  • Create Contact
  • Transfer to Another Sales User

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

Everything else Basix publishes

Basix’s public integration surface

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

4 more events
  • New Note
  • New Pipeline Stage
  • New Remove Contact (Not the Right Person)
  • New Unsubscribe
13 more actions
  • Add Email Click
  • Add Email Open
  • Add Lead Event (External Leads)
  • Add Unsubscribe
  • Cancel Meeting
  • Create Meeting
  • Real Time Lead
  • Remove Contact (Not the Right Person)
  • Transfer to Another Territory
  • Update Contact
  • Update Meeting
  • Find Account ID for a Contact
  • Find Contact ID by Email Address

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

Questions

Common questions about Basix

What does BASIX stand for?

Basix.ai is a sales execution tool that uses AI to power high performing sales processes.

What is the definition of BASIX?

Basix.ai is a sales execution tool that uses AI to power high performing sales processes.

Which Basix events can start a compliance check?

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

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

Where this sits

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

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

Want Basix 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.