CRM

Spark + StackGo

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

Spark publishes 1 trigger event 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 Spark is

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.

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 Spark 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 Spark
  • Create Contact

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

Everything else Spark publishes

Spark’s public integration surface

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

1 event
  • Referral Source List

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

Questions

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.

Where this sits

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

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

If you use Spark, you probably also use

Want Spark connected?

Requests decide the build order. Tell us and we will tell you where it sits.

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Ready to make onboarding minutes, not hours?

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