Vitally + StackGo

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

Vitally publishes 7 trigger events and 16 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 Vitally is

Vitally is a customer success platform for high-growth B2B SaaS teams.

Description supplied by Vitally.

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.

Customer Created
New Active Indicator at Customer

The write-back

What StackGo puts back on the record

A Vitally 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 Vitally

Create Customer
Add Customer to Segment
Create Task
Update Customer Traits

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

Everything else Vitally publishes

Vitally’s public integration surface

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

5 more events

Custom Object Instance Created
Custom Object Instance Updated
Indicator Instance No Longer Active
Note Created
NPS Response Created

12 more actions

Create a Custom Object Instance
Create Event
Create Message
Create Note
Create NPS Response
Create Project From Template
Create Track
Update a Custom Object Instance Traits
Update Organization Traits
Update Project Status
Update User Traits
Find a Customer

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

Questions

Common questions about Vitally

What does "vitally" mean?

Vitally is a customer success platform for high-growth B2B SaaS teams.

What are the three types of integrations?

There is no StackGo connector for Vitally yet. Vitally publishes 7 trigger events and 16 actions through Zapier, including “Customer Created”, so building one is realistic. Requests decide the build order.

Which Vitally events can start a compliance check?

“Customer Created”, “New Active Indicator at Customer”. These are Vitally’s own trigger names from its public Zapier listing. StackGo does not connect to Vitally yet, so they show where a connector would start.