CRM

Rally + StackGo

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

Rally publishes 5 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
Request this integrationBook a demo
What Rally is

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

Description supplied by Rally.

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.

  • New Client User
  • Matter Initiated
  • New Matter
  • New Organization
The write-back

What StackGo puts back on the record

A Rally 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 Rally
  • Create Matter

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

Everything else Rally publishes

Rally’s public integration surface

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

1 more event
  • New Signature Requests Completed

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

Questions

Common questions about Rally

What is Rally software used for?

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

What is Rally used for in project management?

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

What is Rally used for?

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

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

Rally is made by rallylegal.com. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Rally, you probably also use
Isn Levitate Pushpress Streak Zoominfo Genesys

Want Rally 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.

Start freeBook a demo