Spark + StackGo
Run compliance from inside Spark. Checks start from a record and the result lands back on the client.
Spark publishes 0 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.
Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.
Description supplied by Spark.
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.
| Event | What StackGo does | What comes back |
|---|---|---|
| A deal or opportunity is won | Starts intake and runs identity | Status on the contact |
| A contact is created | Sends a branded verification request | Verification status |
| Contact details change | Re-screens against sanctions and PEP lists | Updated status, alert if changed |
What StackGo puts back on the record
A Spark connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write 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)
Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.
- Create Contact
Spark's own write operations. The result goes onto the record you already work in.
Common questions about Spark
What is Spark and why is it used?
Spark is a modern Medicare brokerage platform to manage the full lifecycle of a client from quoting to post-enrollment support.
How would a check result show up in Spark?
Through Spark’s own write operations: “Create Contact”. You choose which fields are written, and you can also run it one-way, with nothing written back to Spark at all.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Spark is made by www.sparkadvisors.com. We are not affiliated with them.
Want Spark connected?
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