Client Diary + StackGo
Client Diary at the intake step of a compliance workflow.
Client Diary publishes 1 trigger event and 0 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Also listed under Client onboarding
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
Description supplied by Client Diary.
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 Client Diary 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.
Client Diary is made by clientdiary.com. We are not affiliated with them.
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