CRM

Unify + StackGo

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

Unify publishes 1 trigger event and 2 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet

Also listed under Marketing

What Unify is

Unify is an end-to-end growth automation platform that allows sales and marketing teams to close more customers with less effort.

Description supplied by Unify.

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 Unify 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 Unify publishes

Unify’s public integration surface

The rest of what Unify exposes on Zapier, beyond the workflow. This is the raw material a connector would use.

1 event
  • Sequence Step
2 actions
  • End Sequence
  • Move to Next Step

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

Questions

Common questions about Unify

What is Unify software and what is its purpose?

Unify is an end-to-end growth automation platform that allows sales and marketing teams to close more customers with less effort.

What is the Microsoft Teams Unify Integration Model?

There is no StackGo connector for Unify yet. Unify publishes 1 trigger events and 2 actions through Zapier, so building one is realistic. Requests decide the build order.

What does Unify Solutions do?

Unify is an end-to-end growth automation platform that allows sales and marketing teams to close more customers with less effort.

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

Where this sits

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

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

If you use Unify, you probably also use

Want Unify 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.