Baton + StackGo
Run compliance from inside Baton. Checks start from a record and the result lands back on the client.
Baton publishes 2 trigger events and 2 actions 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 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.
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
- Templates
- Create Project
- Search Template
Names are Baton’s own, read from its public Zapier listing on 28 August 2026.
Baton is made by www.hellobaton.com. We are not affiliated with them.
Want Baton connected?
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