CRM

Tidyhq + StackGo

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

Tidyhq publishes 15 trigger events and 11 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet
What Tidyhq is

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.

Description supplied by Tidyhq.

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.

  • Contact Activated
  • Contact Created
  • Contact Deactivated
  • Contact Added to Group
  • Contact Merged
The write-back

What StackGo puts back on the record

A Tidyhq 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 Tidyhq
  • Add Contact Note
  • Create Contact
  • Add Invoice Note
  • Add Membership Note

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

Everything else Tidyhq publishes

Tidyhq’s public integration surface

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

10 more events
  • Contact Removed From Group
  • Event Activated
  • Event Deleted
  • Event Ticket Pack Activated
  • Event Ticket Pack Cancelled
  • Event Ticket Pack Expired
  • Event Ticket Pack Reserved
  • Event Ticket Created
  • Event Ticket Deleted
  • Event Ticket Updated
7 more actions
  • Delete Contact
  • Delete Contact Note
  • Delete Invoice Note
  • Delete Membership Note
  • Update Contact
  • Find Contact
  • List Contacts

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

Questions

Common questions about Tidyhq

Which Tidyhq events can start a compliance check?

“Contact Activated”, “Contact Created”, “Contact Deactivated”, “Contact Added to Group”. These are Tidyhq’s own trigger names from its public Zapier listing. StackGo does not connect to Tidyhq yet, so they show where a connector would start.

How would a check result show up in Tidyhq?

Through Tidyhq’s own write operations: “Add Contact Note”, “Create Contact”, “Add Invoice Note”, “Add Membership Note”. You choose which fields are written, and you can also run it one-way, with nothing written back to Tidyhq at all.

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

Where this sits

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

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

If you use Tidyhq, you probably also use

Want Tidyhq 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.