CRM

Beacon + StackGo

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

Beacon publishes 2 trigger events and 5 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Beacon is

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

Description supplied by Beacon.

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 Beacon 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 Beacon
  • Create Record

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

Everything else Beacon publishes

Beacon’s public integration surface

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

2 events
  • New Workflow list
  • Workflow Action
4 more actions
  • Update Record
  • Find Record
  • Find User
  • Lookup Record Types

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

Questions

Common questions about Beacon

What is the beacon app used for?

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

What is a beacon in communication?

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

How would a check result show up in Beacon?

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

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

Where this sits

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

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

If you use Beacon, you probably also use

Want Beacon 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.