Workbooks + StackGo

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

Workbooks publishes 6 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.

New Organisation
New Person
New Sales Lead

The write-back

What StackGo puts back on the record

A Workbooks 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 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.

3 more events

New Case
Posted Credit Note
Posted Invoice

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 23 October 2026.

Questions

Common questions about Workbooks

Which Workbooks events can start a compliance check?

“New Organisation”, “New Person”, “New Sales Lead”. These are Workbooks’s own trigger names from its public Zapier listing. StackGo does not connect to Workbooks yet, so they show where a connector would start.

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.