Project management

Agiled + StackGo

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

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

Project management System of record Not connected yet

Also listed under Practice management

What Agiled is

Agiled is an AI-powered business management platform for CRM, projects, invoices, contracts, scheduling, workflows, and client collaboration.

Description supplied by Agiled.

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.

  • Deal Stage Changed
  • Deal Status Changed
The write-back

What StackGo puts back on the record

A Agiled 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 Agiled
  • Create Account
  • Create Contact
  • Create Deal
  • Create Document

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

Everything else Agiled publishes

Agiled’s public integration surface

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

14 more events
  • Deleted Account
  • Deleted Appointment
  • Deleted Contact
  • Deleted Deal
  • Deleted Document
  • Deleted Employee
  • Deleted Estimate
  • Deleted Expense
  • Deleted File
  • Deleted Folder
  • Deleted Form
  • Deleted Invoice
  • Deleted Payment
  • Deleted Pipeline
12 more actions
  • Book Appointment
  • Cancel Appointment
  • Create Booking Page
  • Create Document Template
  • Create Estimate
  • Create Event Type
  • Create Expense
  • Create File
  • Create Form
  • Create Invoice
  • Create Payment
  • Create Pipeline

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

Questions

Common questions about Agiled

Which Agiled events can start a compliance check?

“Deal Stage Changed”, “Deal Status Changed”. These are Agiled’s own trigger names from its public Zapier listing. StackGo does not connect to Agiled yet, so they show where a connector would start.

How would a check result show up in Agiled?

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

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

Where this sits

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

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

If you use Agiled, you probably also use

Want Agiled connected?

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

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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.