Baton + StackGo
Run compliance from inside Baton. Checks start from a record and the result lands back on the client.
Baton publishes 4 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.
Also listed under Practice management
Baton is the leading platform for managing software implementations and customer onboarding.
Description supplied by Baton.
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 |
|---|---|---|
| An item moves to an onboarding stage | Starts the compliance workflow | Status on the item |
| A client card is created | Sends a verification request | Verification status |
What StackGo puts back on the record
A Baton connector would write the outcome, the status and a link to the result onto the record by default. These are the fields StackGo can write 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)
Personal fields are off by default. What goes back to your CRM explains the default; what each field holds is set out in what “integrates with” actually means.
Baton’s public integration surface
The rest of what Baton exposes on Zapier, beyond the workflow. This is the raw material a connector would use.
- New Projects Based on Status
- New Project Note
- Templates
- Updated Project Note
- Create Project
Names are Baton’s own, read from its public Zapier listing on 23 October 2026.
Baton is made by www.hellobaton.com. We are not affiliated with them.
Want Baton connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady 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.