Forms & scheduling integrations
The front door of the client lifecycle.
A form submission or a booked meeting is often the very first moment a client exists. It is also the cheapest possible trigger for a compliance workflow — the person has just told you who they are and given you their attention.
StackGo can start intake from that submission, so the identity request goes out while the client is still engaged rather than a week later when they have moved on.
Used at a step
One job each, inside a workflow StackGo runs.
Squarespace 
Deputy 
Trove 
Jotform 
Surveymonkey 
Calendly 
Doodle 
Salt 
Connecteam 
Typeform 
Bonsai 
Fulcrum 
Qualtrics 
Float 
Rezdy 
Tally 
Acuity Scheduling 
Reform 
Transform 
Crowd 
Formidable 
Humanity 
Interact 
Second Street 
Smore 
Udio 
Walla 
Jobber 
Polly 
Skedda 
Rival 
Calendarapp 
Fareharbor 
Formitize 
Guesty 
Hostaway 
Officemaps 
Zoho Forms 
Client Diary 
Elfsight 
Fantastical 
Fillout 
Quiz Maker 
Willo 
Assignar 
Classmarker 
Cognito Forms 
Gravity Forms 
Showroom 
Simplex 
Submittable 
Brightday 
Formstack 
Lodgify 
Simplybook 
Sprig 
Teem 
Wufoo What to look for in an intake tool if you are regulated
Do not collect identity documents in a general-purpose form. A form builder is not a secure document store, and a passport scan sitting in a form vendor’s database is a breach waiting to be reported.
Collect the minimum to route. Name, entity type, service required. Enough to decide what checks apply, not enough to be a liability.
Conditional logic. Different services carry different obligations. A form that can branch saves you asking every client everything.
A real handoff. The form should hand off to a purpose-built intake step, not try to be one.
Tell us what your team runs on.
We build the connectors our customers ask for.
Request an integrationReady to make onboarding minutes, not hours?
Start free and run your first check today, or book a demo and we will walk you through it.