Vitally + StackGo

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

Vitally publishes 14 trigger events and 13 actions on its public Zapier listing. That is what a StackGo connector would be built on.

CRM System of record Not connected yet

Request this integration Book a demo

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
Organization Created
Customer Entered Segment
Customer Exited Segment

The write-back

What StackGo puts back on the record

A Vitally connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write 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)

Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.

How it lands in Vitally

Add Customer to Segment
Create Task
Update Customer Traits
Update Organization 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.

9 more events

Custom Object Instance Created
Custom Object Instance Updated
Indicator Instance No Longer Active
Note Created
NPS Response Created
Project Created
Project Status Changed
Task Created
Task Completed

9 more actions

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

Names are Vitally’s own, read from its public Zapier listing on 23 October 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 14 trigger events and 13 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”, “Organization Created”, “Customer Entered Segment”. 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.