CRM

Folio + StackGo

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

Folio publishes 2 trigger events and 0 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet

Also listed under Marketing

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What Folio is

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

Description supplied by Folio.

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.

  • Lead Captured
The write-back

What StackGo puts back on the record

A Folio 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 Folio publishes

Folio’s public integration surface

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

1 more event
  • Demo Viewed

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

Questions

Common questions about Folio

What does "folio" mean?

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

What is a folio used for?

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

What is an example of folio?

Folio is the all-in-one demo creation tool that can help cover all of your product storytelling needs.

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

Folio is made by folio.la. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Folio, you probably also use
Agent Broadly Sansan Folk Gymmaster Isn

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