Integrations

Project management integrations

For firms that run onboarding as a board rather than a system.

95 systems and tools 82 systems of record

Plenty of firms run client onboarding on a project board rather than in dedicated practice software. It works — the stages are visible, everyone knows whose turn it is, and nothing falls through.

The gap is that compliance still happens somewhere else. StackGo triggers from a card or item moving to a stage, so the check runs as part of the board rather than beside it.

Systems of record

Triggered from, written back to

The workflow starts in these and the answer goes back into them. They stay your source of truth.

monday.com Via Zapier Copilot Notion Hive Trello Asana Miro Procore Clickup Confluence Flow Assembly Infinity Lark Radius Linear Simpro Todoist Bluebeam Circuit Dovetail Mindbody Motion Mural Pic Time Sessions Trail Maestro Simplify Breeze Everyday Hightail Imuv Sortd Teamwork Agiled Baton Frameio Guru Isla Microsoft Todo Quantive Cor Elvanto Fuze Shortcut Ticktick Total Synergy Bash Dentally Ellie Fellow Pipeline Projectmanager Wip Hover Paige Playbook Wrike Logicgate Hubstaff Intellect Northstar Quire Streamtime Backtrack Buz Maintainx Myna Signonsite Chatter Cohere Jostle Lineup Noor Papertrail Poppins Projectworks Rentman Tasker Workzone Zoho Projects
Also listed here

Systems whose home is another category

These play a project management role but live elsewhere. One page per system, no duplicates.

Slack Communication Karbon Practice management Tanda Practice management Harvest Practice management Clockify Practice management Timesheet Practice management Clockit Practice management Intervals Practice management Serene Practice management Actitime Practice management Toggl Track Practice management Jibble Practice management

Plus 1 more that play a smaller project management role. Each has its own page in its own category.

Choosing

What to look for if onboarding runs on a board

Automation on status change. This is the whole mechanism. If the tool can fire when an item moves, you have a compliance trigger.

Somewhere structured to put the result. A column or custom field, not a comment. Comments are invisible to reporting.

Permissions. Boards are usually open by default, and screening results are not board-level information.

Honest limits. A board is a coordination tool, not a system of record. If it is the only place your client data lives, you have a retention and evidence problem waiting.

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CommunicationCRMClient onboardingMarketingPractice managementForms & scheduling

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