Bonsai + StackGo

Bonsai at the intake step of a compliance workflow.

Bonsai publishes 10 trigger events and 5 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Forms & scheduling Tool in workflow Not connected yet

Also listed under Client onboarding

What Bonsai is

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

Description supplied by Bonsai.

Where it sits

Bonsai at the intake step

A check can start from
  • Deal Updated
What StackGo can write into Bonsai

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 Bonsai 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.

How it lands in Bonsai
  • Create Client
  • Create Deal
  • Create Task

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

Everything else Bonsai publishes

Bonsai’s public integration surface

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

9 more events
  • Contract Signed
  • Contract Viewed
  • Form Submitted
  • Invoice Paid
  • Invoice Viewed
  • Event Scheduled
  • Proposal Accepted
  • Proposal Viewed
  • Task Updated
2 more actions
  • Create Project
  • Create Tasks From Template

Names are Bonsai’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about Bonsai

What is the rule of 3 in bonsai?

Bonsai is a business management platform designed to help agencies and professional service companies deliver great client work.

How would a check result show up in Bonsai?

Through Bonsai’s own write operations: “Create Client”, “Create Deal”, “Create Task”. You choose which fields are written, and you can also run it one-way, with nothing written back to Bonsai at all.

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

Want Bonsai connected?

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

Request this integration

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