Pleasesign + StackGo
Pleasesign at the intake step of a compliance workflow.
Pleasesign publishes 0 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.
Also listed under Document management
PleaseSign is a secure, efficient digital signing platform, offering features like multi-party signing, real-time tracking, and customisable workflows.
Description supplied by Pleasesign.
By default, the outcome, the status and a link to the result. These are the fields StackGo can write on the systems it connects to today; a Pleasesign 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)
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.
- Create Document From Template (Separate Recipients)
Pleasesign's own write operations. The result goes onto the record you already work in.
Common questions about Pleasesign
How would a check result show up in Pleasesign?
Through Pleasesign’s own write operations: “Create Document From Template (Separate Recipients)”. You choose which fields are written, and you can also run it one-way, with nothing written back to Pleasesign at all.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Pleasesign is made by pleasesign.com.au. We are not affiliated with them.
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