Upscale + StackGo

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

Upscale publishes 8 trigger events and 5 actions 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 Upscale is

Upscale is a sales engagement platform that helps SDRs maintain pipeline consistency & crush revenue goals faster with structured outreach.

Description supplied by Upscale.

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.

Opportunity Updated
Prospect Updated
Opportunity Created
Prospect Created
Prospect Opted Out

The write-back

What StackGo puts back on the record

A Upscale 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 Upscale

Save Account

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

Everything else Upscale publishes

Upscale’s public integration surface

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

3 more events

Account Created
Account Updated
Prospect Unsubscribed

4 more actions

Save Opportunity
Save Prospect
List Opportunity Stages
List Prospect Stages

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

Questions

Common questions about Upscale

Which Upscale events can start a compliance check?

“Opportunity Updated”, “Prospect Updated”, “Opportunity Created”, “Prospect Created”. These are Upscale’s own trigger names from its public Zapier listing. StackGo does not connect to Upscale yet, so they show where a connector would start.

How would a check result show up in Upscale?

Through Upscale’s own write operations: “Save Account”. You choose which fields are written, and you can also run it one-way, with nothing written back to Upscale at all.