Project management

Dovetail + StackGo

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

Dovetail publishes 11 trigger events and 5 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 Dovetail is

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.

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.

EventWhat StackGo doesWhat comes back
An item moves to an onboarding stageStarts the compliance workflowStatus on the item
A client card is createdSends a verification requestVerification status
The write-back

What StackGo puts back on the record

A Dovetail 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 Dovetail
  • Add Contact

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

Everything else Dovetail publishes

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.

11 events
  • New Highlight With Any Insight (Deprecated)
  • New Highlight With Any Tag (Deprecated)
  • New Insight Group (Deprecated)
  • New Published Insight (Deprecated)
  • New note group (deprecated)
  • New Note (Deprecated)
  • New Project
  • Updated Project
  • New Tag Group (Deprecated)
  • New Tag (Deprecated)
  • New Channel
4 more actions
  • Add Data Point to Channel
  • Add Doc to Project
  • Add Data to Project
  • Create Tag (Deprecated)

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

Questions

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.

Where this sits

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

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

If you use Dovetail, you probably also use

Want Dovetail 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.