Practice management

Harvest + StackGo

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

Harvest publishes 13 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Practice management System of record Not connected yet

Also listed under Project management

What Harvest is

Simple time tracking software and powerful reporting that helps your team thrive.

Description supplied by Harvest.

The trigger

What starts a check

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

  • New Client
  • New Contact
The write-back

What StackGo puts back on the record

A Harvest connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • 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 Harvest
  • Create Client
  • Create Contact
  • Create Task

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

Everything else Harvest publishes

Harvest’s public integration surface

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

11 more events
  • Invoice Paid
  • Invoice Sent
  • New Expense
  • New Invoice
  • New Project
  • New Task
  • New Time Entry
  • New User
  • New User Assignment
  • Timer Started
  • Timer Stopped
13 more actions
  • Create Project
  • Create Time Entry
  • Create Time Entry (Start & End Times)
  • Start Timer
  • Stop Timer
  • Custom Actions (Beta)
  • API Request (Beta)
  • Find Client
  • Find Invoice
  • Find Project
  • Find Task
  • List Clients
  • List Projects

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

Questions

Common questions about Harvest

What is harvest software used for?

Simple time tracking software and powerful reporting that helps your team thrive.

Which Harvest events can start a compliance check?

“New Client”, “New Contact”. These are Harvest’s own trigger names from its public Zapier listing. StackGo does not connect to Harvest yet, so they show where a connector would start.

How would a check result show up in Harvest?

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

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

Where this sits

Harvest is the record. StackGo runs the steps around it.

Every step writes back to Harvest, so the client record stays the source of truth.

Want Harvest connected?

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

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.