Zendesk Sell + StackGo

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

Zendesk Sell publishes 16 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

CRM System of record Via Zapier

What Zendesk Sell is

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Description supplied by Zendesk Sell.

The trigger

What starts a check from Zendesk Sell

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Updated Contact
Deal Enters New Stage
Updated Deal
Lead Enters New Status
Contact Fields

The write-back

What StackGo puts back on the record

Named fields on the Zendesk Sell record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Zendesk Sell start a check and write nothing back — the result stays in StackGo, behind your login, and Zendesk Sell is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in Zendesk Sell

Create Company
Create or Update Company
Create or Update Person
Create Person

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

Everything else Zendesk Sell publishes

Zendesk Sell’s public integration surface

The rest of what Zendesk Sell exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

11 more events

New Contact
Deal Fields
Deal Stage Changed (legacy)
New Deal
New Deal Source
New sequence enrollment
New Contact Industry
New Lead Industry
Lead Fields
New Lead
New Lead Source

12 more actions

Update Company
Update Person
Create Deal
Create or Update Deal
Update Deal
Stop Sequence Enrollments
Create Sequence Enrollment
Create Lead
Create or Update Lead
Update Lead
Create Note
Create Product in Catalog

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

Setting it up

Connected through Zapier

Trigger from a deal; results land on the contact.

Connect StackGo to Zendesk Sell through Zapier.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about Zendesk Sell

What is Zendesk sell used for?

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Which Zendesk Sell events can start a compliance check?

“Updated Contact”, “Deal Enters New Stage”, “Updated Deal”, “Lead Enters New Status”. These are Zendesk Sell’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in Zendesk Sell?

Through Zendesk Sell’s own write operations: “Create Company”, “Create or Update Company”, “Create or Update Person”, “Create Person”. You choose which fields are written, and you can also run it one-way, with nothing written back to Zendesk Sell at all.