CRM

Synergy + StackGo

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

Synergy publishes 2 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
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What Synergy is

Synergy! is a cloud-based CRM service that enables optimal communication based on a customer database which securely stores information.

Description supplied by Synergy.

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/Update Customer
The write-back

What StackGo puts back on the record

A Synergy 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.

Everything else Synergy publishes

Synergy’s public integration surface

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

1 more event
  • New/Update History
1 action
  • List of API

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

Questions

Common questions about Synergy

What is synergy with example?

Synergy! is a cloud-based CRM service that enables optimal communication based on a customer database which securely stores information.

What is synergy in Australia?

Synergy! is a cloud-based CRM service that enables optimal communication based on a customer database which securely stores information.

What is a synergy strategy?

Synergy! is a cloud-based CRM service that enables optimal communication based on a customer database which securely stores information.

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

Synergy is made by www.synergy-marketing.co.jp/company/en. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
If you use Synergy, you probably also use
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