CRM

Solo + StackGo

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

Solo publishes 13 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Solo is

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Description supplied by Solo.

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.

  • Customer Updated
  • Customer Status Changed
  • Customer Created
The write-back

What StackGo puts back on the record

A Solo 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 Solo
  • Create Customer
  • Create User

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

Everything else Solo publishes

Solo’s public integration surface

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

10 more events
  • Appointment Set
  • Contract Requested
  • Contract Sent
  • Contract Signed
  • Credit Ran
  • Proposal Requested
  • Proposal Saved
  • Proposal Selected
  • Proposal Sent
  • Proposal Sold
14 more actions
  • Get Customer Proposals
  • Get Proposal
  • Update Customer
  • Update User
  • Get Customers
  • Get AHJ's
  • Get CAD Attachments
  • Get CAD Rails
  • Get Companies
  • Get Company
  • Get Company Installers
  • Get Company Inverters
  • Get Company Modules
  • Get Company Users

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

Questions

Common questions about Solo

What is a solo project?

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

What does solo.io do?

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Which Solo events can start a compliance check?

“Customer Updated”, “Customer Status Changed”, “Customer Created”. These are Solo’s own trigger names from its public Zapier listing. StackGo does not connect to Solo yet, so they show where a connector would start.

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

Where this sits

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

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

If you use Solo, you probably also use

Want Solo 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.