CRM

Levitate + StackGo

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

Levitate publishes 0 trigger events and 3 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Levitate is

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

Description supplied by Levitate.

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 Levitate 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 Levitate
  • Create or Update Levitate Contact

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

Everything else Levitate publishes

Levitate’s public integration surface

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

2 more actions
  • Create a Donation
  • Create/Update a Policy

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

Questions

Common questions about Levitate

What does the company Levitate do?

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

What is levitate used for?

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

What does levitate mean?

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

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

Where this sits

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

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

If you use Levitate, you probably also use

Want Levitate 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.