Serene + StackGo

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

Serene publishes 0 trigger events and 1 action 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

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What Serene is

Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.

Description supplied by Serene.

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.

Event	What StackGo does	What comes back
A new client is created	Sends the client a verification request	Status on the client record
A job or matter moves to onboarding	Runs identity, then AML screening	Result, risk rating, report link
Client details change	Re-screens and re-assesses risk	Updated status, alert if changed

The write-back

What StackGo puts back on the record

A Serene 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.

Everything else Serene publishes

Serene’s public integration surface

The rest of what Serene exposes on Zapier, beyond the workflow. This is the raw material a connector would use.

1 action

Add to My Suggested Sessions in Serene

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

Questions

Common questions about Serene

What is the Serene supplement?

Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.

What is a serene setting?

Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.

What does serene mean?

Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.