CRM

Dex + StackGo

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

Dex publishes 0 trigger events and 14 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Dex is

Dex is a personal CRM that helps you build stronger relationships.

Description supplied by Dex.

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 Dex 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 Dex
  • Set Custom Field on Contact
  • Add Contact to Group
  • Create or Update Contact
  • Update Contact

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

Everything else Dex publishes

Dex’s public integration surface

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

10 more actions
  • Create Group
  • Create Reminder
  • Create Tag
  • Create Note
  • Delete Contact
  • Remove Contact From Group
  • Tag Contact
  • Find Contact
  • Find Group
  • Find Tag

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

Questions

Common questions about Dex

What does dex stand for?

Dex is a personal CRM that helps you build stronger relationships.

What is dex in aged care?

Dex is a personal CRM that helps you build stronger relationships.

What is dex in OIDC?

Dex is a personal CRM that helps you build stronger relationships.

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

Where this sits

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

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

Want Dex 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.