Workbooks + StackGo

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

Workbooks publishes 16 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 Workbooks is

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

Description supplied by Workbooks.

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.

Case Contact

The write-back

What StackGo puts back on the record

A Workbooks 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 Workbooks

Create Marketing Campaign Member Status
Create Marketing Campaign Member
Create Case
Create Customer Order

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

Everything else Workbooks publishes

Workbooks’s public integration surface

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

15 more events

Marketing Campaign Assigned To
Campaign Membership Status
Campaign Status
Marketing Campaign Type
Case Assigned To
Case Priority
Case Product Category
Case Resolution Status
Case Source
Case Status
Case Type
Country
New Dynamic Lookup Item
Employer
Industry

12 more actions

Perform Dynamic Lookup
Create Marketing Campaign
Create Customer Order and Line Items
Create Organisation
Create Person
Create Sales Lead
Create Task
Update Marketing Campaign Member
Update Customer Order
Update Organisation
Update Person
Update Sales Lead

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

Questions

Common questions about Workbooks

How would a check result show up in Workbooks?

Through Workbooks’s own write operations: “Create Marketing Campaign Member Status”, “Create Marketing Campaign Member”, “Create Case”, “Create Customer Order”. You choose which fields are written, and you can also run it one-way, with nothing written back to Workbooks at all.