Verify clients when they are added to an Actionstep matter

Start compliance from Actionstep. A new record starts the check, and StackGo holds the result.

Actionstep publishes 7 trigger events and 15 actions on its public Zapier listing. A trigger that carries the person’s name and email can start a StackGo check.

Practice management System of record Via Zapier Beta

Also listed under CRM and Accounting

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How the StackGo and Actionstep integration works · Watch the video: client ID checks for law firms using Actionstep

What Actionstep is

Actionstep is a Legal Practice Management Solution for Law firms.

Description supplied by Actionstep.

The trigger

What starts a check from Actionstep

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

New Matter Participant

Every party added to a matter fires New Matter Participant, so a filter in the Zap keeps only the Client role. Matter Step Changed can start a check when a matter reaches a step instead. Talk to us if a different moment suits your process better.

The result

Where the result goes

StackGo emails your team when the check is complete, and the result and full report are in StackGo. Through Zapier, nothing is written onto the Actionstep record automatically: IdentityCheck sends results by webhook, not as a Zapier trigger. If you need the result on the record, it can be set up from that webhook. Talk to us.

Everything else Actionstep publishes

Actionstep’s public integration surface

The rest of what Actionstep exposes on Zapier, beyond the ones above. A trigger that carries a person’s name and email can start a check. StackGo has no Zapier trigger of its own, so these actions are not run from a StackGo result.

6 more events

New Matter
New File Note
New Contact
Matter Step Changed
New Task
Updated Matter

15 actions

Add Participant to Matter
Create Matter
Create Company Contact
Create File Note
Create Individual Contact
Create Task
Create Disbursement
Create Time Entry
Update Company Contact
Update File Note
Update Individual Contact
Update Matter
Update Matter Custom Field Value
Update Task
API Request (Beta)

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

Setting it up

Connected through Zapier

Start a check when a client is added to a matter, or a matter reaches a step.

Set up once · Before your first check

One Zap: New Matter Participant starts Create Verification

A one-off set-up before your first check: one Zap, built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.

The Zap: Actionstep’s New Matter Participant trigger starts IdentityCheck’s Create Verification action, with the client’s first name, last name and email mapped across.

Built once, runs for every client. Use the API key from StackGo, under Integrations, Zapier.
The trigger names are Actionstep’s own, exactly as they appear in Zapier.

How it runs

From a new matter in Actionstep to a verified client

Your team adds the client to a matter in Actionstep. The Zap emails them a check link, they verify on their phone, and StackGo emails your team the result.

How it runs, in five steps: add the client to the matter in Actionstep; Zapier’s New Matter Participant trigger fires and a filter keeps the Client; Create Verification emails the check link; the client verifies on their phone; the result and full report are in StackGo.

Add the client to the matter. Create the matter as usual and add the client in its Parties section.
New Matter Participant. Adding a party fires Zapier’s New Matter Participant trigger. A filter keeps only the Client.
Create Verification. The Zap passes the client’s name and email to StackGo, which emails the check link.
The client verifies. A short form if you ask for one, then ID photo and selfie on their phone.
Result in StackGo. Result and full report in StackGo. The Zap gets the check link back.

Step 1 · Start in Actionstep

Add the client to the matter in Actionstep

Add the client in the matter’s Parties. A filter in the Zap keeps only the Client role.

Creating a matter in Actionstep with the client added in Parties, and the matter’s Parties tab showing the client.

Add the client in Parties. Adding a party to a matter is the moment New Matter Participant fires.
Only the Client role starts a check. Every party fires the trigger, so a filter in the Zap skips the others.
The client’s name and email carry through to StackGo, so nobody types them twice.

Step 2 · The client verifies

On the client’s phone, a few minutes, nothing to type

Everything happens on the client’s own phone, from the email StackGo sends.

Four phone screens: the IdentityCheck email, an optional short form, photographing the ID, and taking a selfie.

Open the link. An email from IdentityCheck, sent on behalf of your business.
A few questions (optional). Only if you have set up a form: details, consent or a few questions.
Photograph the ID. Passport, driver licence or national ID card.
Take a selfie. A quick photo to match their face to the ID.

Step 3 · Your team is told

StackGo emails your team when the check is complete

StackGo emails your team the result as soon as the check is complete.

The email StackGo sends your team: the result in the subject line, a View details button, and the PDF report when attachments are turned on.

The result is in the subject line. It goes to the Notification Email set in StackGo, under Account, Notifications.
View details opens the full report in StackGo.
The PDF report can be attached too. Ask us to turn it on.

Step 4 · The full report

The result and the full report in StackGo

The report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

The verification report in StackGo: result Positive, document type, country, number, date of birth, expiry, the ID and selfie images, and a Download PDF button.

Questions

Common questions about Actionstep

How does StackGo connect to Actionstep?

Through Zapier. The Actionstep trigger “New Matter Participant” starts StackGo’s “Create Verification” action, which emails the client a check link. You build the Zap once and it runs for every client.

Does StackGo write the result back to Actionstep?

Not automatically. Through Zapier, nothing is written onto the Actionstep record: IdentityCheck sends results by webhook, not as a Zapier trigger. StackGo emails your team when the check is complete, and the result and full report are in StackGo. If you need the result on the record, it can be set up from that webhook.

What does the client have to do?

Open the email from IdentityCheck on their phone, answer a short form if you have set one up, photograph their ID and take a selfie.

How does my team find out the result?

StackGo emails the Notification Email set under Account, Notifications, with the result in the subject line and a link to the full report. The PDF report can be attached if you ask us to turn it on.

Can something other than “New Matter Participant” start a check?