CRM

Bsi + StackGo

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

Bsi publishes 4 trigger events and 4 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 Bsi is

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

Description supplied by Bsi.

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.

  • New Lead
  • New Customer
The write-back

What StackGo puts back on the record

A Bsi 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 Bsi
  • Create Customer
  • Create Task

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

Everything else Bsi publishes

Bsi’s public integration surface

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

2 more events
  • New Communication
  • New Task
2 more actions
  • Create Lead
  • Create Communication

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

Questions

Common questions about Bsi

What does BSI stand for?

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

What is BSI software?

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

What does the acronym BSI stand for?

Unsere Softwarelösungen vereinen das Beste von CRM und Marketing Automation und überzeugen als intelligente und benutzerfreundliche Helfer.

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

Bsi is made by www.bsi-software.com. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Bsi, you probably also use
Outplay Verint Workbooks Flg Inmoment Tubular

Want Bsi connected?

Requests decide the build order. Tell us and we will tell you where it sits.

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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.

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