Verify clients when they are added in Salesforce
Start compliance from Salesforce. A new record starts the check, and StackGo holds the result.
Salesforce publishes 9 trigger events and 23 actions on its public Zapier listing. A trigger that carries the person’s name and email can start a StackGo check.
Also listed under Marketing
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Description supplied by Salesforce.
What starts a check from Salesforce
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
- New Contact
Salesforce’s generic New Record or Updated Field on Record triggers can start a check from another object, with a lookup step to find the person’s name and email. New Contact is checked on a schedule, so allow a few minutes. Talk to us if a different moment suits your process better.
Where the result goes
StackGo emails your team when the check is complete, and the result and full report are in StackGo. The result can also be written back onto the Salesforce record through Zapier, set up from IdentityCheck’s result webhook. By default that is the outcome, the status and a link to the result, with no personal details. Talk to us to set it up.
Salesforce’s public integration surface
The rest of what Salesforce exposes on Zapier, beyond the ones above. A trigger that carries a person’s name and email can start a check. StackGo has no Zapier trigger of its own, so these actions are not run from a StackGo result.
- New Case Attachment
- New Field History Tracking Event
- New or Updated File on Record
- New Lead
- New Outbound Message
- New Record
- Updated Field on Record
- Updated Record
- Add Contact to Campaign
- Add File to Record
- Add Lead to Campaign
- Call Apex REST
- Convert Lead to Contact
- Create Attachment
- Create Child Records (with line item support)
- Create Contact
- Create Enhanced Note
- Create File
- Create Lead
- Create Note
- Create Record
- Create Record (UTC)
- Delete Record
- Launch Flow
Names are Salesforce’s own, read from its public Zapier listing on 23 October 2026.
Connected through Zapier
Start a check when a new contact is added in Salesforce.
One Zap: New Contact starts Create Verification
A one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
- Built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
- The trigger names are Salesforce’s own, exactly as they appear in Zapier.
From a new contact in Salesforce to a verified client
Your team adds the client as a contact in Salesforce. The Zap emails them a check link, they verify on their phone, and StackGo emails your team the result.
- Add a new contact. On their account, under Contacts, click New and add their name and email.
- New Contact. Saving the contact fires Zapier’s New Contact trigger when Zapier next checks.
- Create Verification. The Zap passes the client’s name and email to StackGo, which emails the check link.
- The client verifies. A short form if you ask for one, then ID photo and selfie on their phone.
- Result in StackGo. Result and full report in StackGo, and your team gets an email.
Add the client as a contact in Salesforce
On the client’s account, under Contacts, click New, add their name and email, and save.
- On the client’s account, under Contacts, click New. Add them as you normally would.
- Their name and email carry through to StackGo, so nobody types them twice. The check link goes to this email.
- Save the contact. A new contact is what fires New Contact. Zapier checks for new contacts on a schedule, so allow a few minutes.
On the client’s phone, a few minutes, nothing to type
Everything happens on the client’s own phone, from the email StackGo sends.
- Open the link. An email from IdentityCheck, sent on behalf of your business.
- A few questions (optional). Only if you have set up a form: details, consent or a few questions.
- Photograph the ID. Passport, driver licence or national ID card.
- Take a selfie. A quick photo to match their face to the ID.
StackGo emails your team when the check is complete
StackGo emails your team the result as soon as the check is complete.
- The result is in the subject line. It goes to the Notification Email set in StackGo, under Account, Notifications.
- View details opens the full report in StackGo.
- The PDF report can be attached too. Ask us to turn it on.
The result and the full report in StackGo
The report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.
Common questions about Salesforce
What is Salesforce integration?
StackGo connects to Salesforce through Zapier, and a check can start from an event like “New Contact”. StackGo emails your team the result, and the full report is held in StackGo.
Does StackGo write the result back to Salesforce?
Yes, through Zapier. The result is written back from IdentityCheck’s result webhook, so it is set up with us rather than in the Zap above. By default the Salesforce record gets the outcome, the status and a link to the result, which opens only with an IdentityCheck login, and no personal details. Talk to us to set it up.
What does the client have to do?
Open the email from IdentityCheck on their phone, answer a short form if you have set one up, photograph their ID and take a selfie.
How does my team find out the result?
StackGo emails the Notification Email set under Account, Notifications, with the result in the subject line and a link to the full report. The PDF report can be attached if you ask us to turn it on.
Can something other than “New Contact” start a check?
Salesforce’s generic New Record or Updated Field on Record triggers can start a check from another object, with a lookup step to find the person’s name and email. New Contact is checked on a schedule, so allow a few minutes. Talk to us if a different moment suits your process better.
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