FYI + StackGo

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

FYI publishes 0 trigger events and 9 actions on its public Zapier listing. StackGo uses them today.

Document management System of record Native

Also listed under Practice management

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What FYI is

FYI is a document management service for professionals

Description supplied by FYI.

The trigger

What starts a check from FYI

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

Event	What StackGo does	What comes back
A new client record is created	Starts intake and runs identity	Verification status
The record moves to onboarding	Runs identity, then AML screening	Result, risk rating, report link
Client details change	Re-screens against sanctions and PEP lists	Updated status, alert if changed

The write-back

What StackGo puts back on the record

Named fields on the FYI 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 FYI start a check and write nothing back — the result stays in StackGo, behind your login, and FYI 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 FYI

Create or Update Client
Create or Update Client Group
Create or Update Job
Create or Update Task

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

Everything else FYI publishes

FYI’s public integration surface

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

5 more actions

Create Document
Create Web Link
Create File Note
Look Up Client
Look Up Job

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

Setting it up

A native connector, set up once

Create the client and file the compliance documents automatically.

Open an FYI Docs Contact
Choose an FYI Docs contact you can test KYC with – e.g. yourself and select “IdentityCheck” from the drop-down.
Manually trigger the IdentityCheck by selecting the automation Selecting the trigger will create an automated request to the IdentityCheck service requesting the ID check for your chosen Contact. We will receive the Contact’s full name and.
Branded email is sent to the Contact
You can add your company logo and preferred wording in the KYC email customization settings.
Contact completes Identity Check
The Contact opens a guided web browser session to take a picture of their Government-issued ID and a selfie.
Track results via the FYI Docs Contact Notes
You can also create automated Reminders for clients here, and internal Notifications here.
Review detailed results
If you are an IdentityCheck user, you can log in to see the KYC result.