CRM

Dubsado + StackGo

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

Dubsado publishes 11 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 Dubsado is

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

Description supplied by Dubsado.

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 Project as Lead
The write-back

What StackGo puts back on the record

A Dubsado 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.

Everything else Dubsado publishes

Dubsado’s public integration surface

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

10 more events
  • Auth Test
  • Contract Signed
  • New Project as Job
  • New Lead (Legacy)
  • New Payment Received (Legacy)
  • New Payment Received
  • Project Source
  • Project Status
  • Project Status Updated
  • Template Workflow
4 actions
  • Create Project
  • Custom Actions (Beta)
  • API Request (Beta)
  • Fetch Custom Actions

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

Questions

Common questions about Dubsado

What is Dubsado used for?

Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.

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

Dubsado is made by www.dubsado.com. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Dubsado, you probably also use
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