Document management

Precisely + StackGo

Precisely at the intake and monitor step of a compliance workflow.

Precisely publishes 3 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Document management Tool in workflow Not connected yet

Also listed under E-signature

What Precisely is

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Description supplied by Precisely.

Where it sits

Precisely at the intake and monitor step

What StackGo can write into Precisely

Named fields, not a link to a portal. These are the fields StackGo writes on the systems it connects to today; a Precisely connector would offer the same.

  • 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 Precisely
  • Create Document
  • Add Metadata Point to a Document
  • Add Reminder to a Document

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

Everything else Precisely publishes

Precisely’s public integration surface

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

3 events
  • Contract Created
  • Contract Project Created
  • Contract Signed
13 more actions
  • Upload PDF to Project
  • Create Contract From Template
  • Send a Project for Signing
  • Add Signee to Project
  • Send a Contract for Signing
  • Add Signee to a Contract
  • Find a Document
  • Find Metadata Points for a Document
  • Find a Contract Project
  • Find a Template
  • Get Organization
  • Get Teams
  • Get Templates

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

Questions

Common questions about Precisely

How would a check result show up in Precisely?

Through Precisely’s own write operations: “Create Document”, “Add Metadata Point to a Document”, “Add Reminder to a Document”. You choose which fields are written, and you can also run it one-way, with nothing written back to Precisely at all.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Want Precisely connected?

Requests decide the build order. Tell us and we will tell you where it sits.

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