Broadly + StackGo

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

Broadly publishes 4 trigger events and 15 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet

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What Broadly is

Broadly helps your business get great reviews and grow word-of-mouth.

Description supplied by Broadly.

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.

Event	What StackGo does	What comes back
A deal or opportunity is won	Starts intake and runs identity	Status on the contact
A contact is created	Sends a branded verification request	Verification status
Contact details change	Re-screens against sanctions and PEP lists	Updated status, alert if changed

The write-back

What StackGo puts back on the record

A Broadly 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 Broadly

Create or Update Company
Create or Update Contact

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

Everything else Broadly publishes

Broadly’s public integration surface

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

4 events

Business (Broadly - Deprecated)
Setup Business App as Trigger
New Customer (Broadly - Deprecated)
Customer Unsubscribe (Broadly - Deprecated)

13 more actions

Create or Update CRM Activity
Run Automation
Legacy Create Customer & Transaction
Unsubscribe (Broadly - Deprecated)
List of Automations
List of Business Categories
List of Custom Fields
List of Add Tags Fields
List of CRM Fields
List of create Fields
List of lookup Fields
List of Return Fields
List of update Fields

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

Questions

Common questions about Broadly

What is the meaning of integration in business?

There is no StackGo connector for Broadly yet. Broadly publishes 4 trigger events and 15 actions through Zapier, so building one is realistic. Requests decide the build order.

How would a check result show up in Broadly?

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