Dovetail + StackGo
Run compliance from inside Dovetail. Checks start from a record and the result lands back on the client.
Dovetail publishes 2 trigger events and 5 actions on its public Zapier listing. That is what a StackGo connector would be built on.
Also listed under Practice management
Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.
Description supplied by Dovetail.
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 Dovetail 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.
- Add Contact
Dovetail's own write operations. The result goes onto the record you already work in.
Dovetail’s public integration surface
The rest of what Dovetail exposes on Zapier, beyond the ones above. This is the raw material a connector would use.
- New Project
- Updated Project
- Add Data Point to Channel
- Add Doc to Project
- Add Data to Project
- Add Data Point to Source
Names are Dovetail’s own, read from its public Zapier listing on 23 October 2026.
Common questions about Dovetail
What does dovetail mean?
Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.
What is Dovetail used for?
Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.
What is Dovetail AI?
Dovetail is a Customer Intelligence Platform for every team, turning fragmented feedback from sales, support, and research into evidence-backed insight.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Dovetail is made by dovetail.com. We are not affiliated with them.
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