CRM

Indy + StackGo

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

Indy publishes 16 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
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What Indy is

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

Description supplied by Indy.

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.

  • Client Created
The write-back

What StackGo puts back on the record

A Indy 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 Indy publishes

Indy’s public integration surface

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

15 more events
  • Contract Signed
  • Contract Viewed
  • New Form
  • New Form Response
  • Deposit Paid
  • Invoice Paid
  • Invoice Viewed
  • Deliverable Marked Done
  • Deliverable Created
  • Project Created
  • Project Marked Done
  • Proposal Approved
  • Proposal Viewed
  • Task Marked Done
  • Task Created

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

Questions

Common questions about Indy

What does "indy" stand for?

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

What does Indy short for?

Indy is a productivity platform that helps you manage your freelance business through marketing, workflow, and payment tools.

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

Indy is made by weareindy.com. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Indy, you probably also use
Class Manager Clubworx Handy Outplay Verint Workbooks

Want Indy connected?

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

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