CRM

Outpost + StackGo

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

Outpost publishes 0 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Outpost is

Outpost is a Deal Flow Management Platform

Description supplied by Outpost.

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 Outpost 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 Outpost
  • Create Company

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

Questions

Common questions about Outpost

What is the purpose of an outpost?

Outpost is a Deal Flow Management Platform

What is outpost in AWS?

Outpost is a Deal Flow Management Platform

What is an example of an outpost?

Outpost is a Deal Flow Management Platform

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

Where this sits

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

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

If you use Outpost, you probably also use

Want Outpost 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.