Actionstep + StackGo

Run compliance from inside Actionstep. Checks start from a record and the result lands back on the client.

Actionstep publishes 14 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.

Practice management System of record Via Zapier

Also listed under CRM and Accounting

Start free Book a demo

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.

Matter Step Changed
Updated Matter
New Matter
New Contact

The write-back

What StackGo puts back on the record

Named fields on the Actionstep record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.

Field	What it holds
Verification status Outcome	Verified, Refer, Failed or Pending
Risk rating Outcome	The assessed rating and the date it was set
Last checked Outcome	The date the check completed, so monitoring has a baseline
Report link Outcome	A link to the full record, behind your StackGo login. The link travels; the data does not.
Verified name Personal data	Full legal name as it appears on the document
Date of birth Personal data	As verified against the document
Document checked Personal data	Type, issuing country and expiry
Screening result Personal data	Clear, or a potential match with the list that matched
Beneficial owners Personal data	The individuals behind an entity, each with their own status
Form responses Personal data	Whatever the intake form collected
Verification report (PDF) Personal data	The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it.

Outcome Carries no identity data. Safe anywhere your team already works.
Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.

Run it one-way if that suits you better

The two directions are independent. You can have Actionstep start a check and write nothing back — the result stays in StackGo, behind your login, and Actionstep is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.

How it lands in Actionstep

Update Matter Custom Field Value
Add Participant to Matter
Create Matter
Create Company Contact

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

Everything else Actionstep publishes

Actionstep’s public integration surface

The rest of what Actionstep exposes on Zapier, beyond the ones above. Any of these can be wired into a StackGo workflow.

10 more events

ActionIds
New Matter Participant
ActionTypes
DivisionIds
New File Note
ParticipantIds
Participant Types
Ping
Rate Sheets
New Task

12 more actions

Create File Note
Create Individual Contact
(Legacy) Create Participant
Create Task
Create Disbursement
Create Time Entry
Update Company Contact
Update File Note
Update Individual Contact
Update Matter
Update Task
Custom Actions (Beta)

Names are Actionstep’s own, read from its public Zapier listing on 28 August 2026.

Setting it up

Connected through Zapier

Start a check from a matter step.

Connect StackGo to Actionstep through Zapier.
Map the fields above to where you want them on the record.
Choose the trigger — the event that should start a check.
Run a test on yourself before you point it at a client.

Questions

Common questions about Actionstep

Which Actionstep events can start a compliance check?

“Matter Step Changed”, “Updated Matter”, “New Matter”, “New Contact”. These are Actionstep’s own trigger names from its public Zapier listing, and StackGo can start a check from any of them.

How would a check result show up in Actionstep?

Through Actionstep’s own write operations: “Update Matter Custom Field Value”, “Add Participant to Matter”, “Create Matter”, “Create Company Contact”. You choose which fields are written, and you can also run it one-way, with nothing written back to Actionstep at all.