Bonsai + StackGo

Bonsai at the intake step of a compliance workflow.

Bonsai publishes 11 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

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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

Intake

Verify

Screen

Assess

Monitor

A check can start from

Deal Updated

What StackGo can write into Bonsai

Named fields, not a link to a portal. These are the fields StackGo writes 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)

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 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.

10 more events

Contract Signed
Contract Viewed
Form Submitted
Invoice Paid
Invoice Viewed
Me
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 28 August 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.