CRM

Neos + StackGo

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

Neos publishes 0 trigger events and 10 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Neos is

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

Description supplied by Neos.

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 Neos 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 Neos
  • Create New Case

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

Everything else Neos publishes

Neos’s public integration surface

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

9 more actions
  • File Upload
  • Create Intake
  • Post Note
  • Find Case or Intake by First Party
  • Find Case or Intake by Number
  • List Case Types
  • List Note Topics
  • List Party Roles
  • List Staff

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

Questions

Common questions about Neos

What is neos software?

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

What is neos used for?

Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.

How would a check result show up in Neos?

Through Neos’s own write operations: “Create New Case”. You choose which fields are written, and you can also run it one-way, with nothing written back to Neos at all.

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

Where this sits

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

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

If you use Neos, you probably also use

Want Neos 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.