monday.com + StackGo
Run compliance from inside monday.com. Checks start from a record and the result lands back on the client.
monday.com publishes 16 trigger events and 16 actions on its public Zapier listing. StackGo uses them today.
Also listed under Practice management and CRM
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Description supplied by monday.com.
What starts a check from monday.com
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
Named fields on the monday.com record, not a link to a portal someone has to log into. Every field is optional — you choose which ones get written, and the ones carrying client information are marked so that choice is an informed one.
| Field | What it holds |
|---|---|
| Verification status Outcome | Verified, Refer, Failed or Pending |
| Risk rating Outcome | The assessed rating and the date it was set |
| Last checked Outcome | The date the check completed, so monitoring has a baseline |
| Report link Outcome | A link to the full record, behind your StackGo login. The link travels; the data does not. |
| Verified name Personal data | Full legal name as it appears on the document |
| Date of birth Personal data | As verified against the document |
| Document checked Personal data | Type, issuing country and expiry |
| Screening result Personal data | Clear, or a potential match with the list that matched |
| Beneficial owners Personal data | The individuals behind an entity, each with their own status |
| Form responses Personal data | Whatever the intake form collected |
| Verification report (PDF) Personal data | The whole session: every field collected, the document images, the timestamps. Attach it where your retention obligation is to hold the evidence, not a link to it. |
- Outcome Carries no identity data. Safe anywhere your team already works.
- Personal data Client information. Turn it on where the record has the right access controls, and leave it off where it does not.
The two directions are independent. You can have monday.com start a check and write nothing back — the result stays in StackGo, behind your login, and monday.com is never touched. Or write back without a trigger, and start checks by hand. Firms whose system of record is visible to support staff, contractors or an outsourced team often choose trigger-only for exactly that reason.
monday.com’s public integration surface
The rest of what monday.com exposes on Zapier, beyond the workflow. Any of these can be wired into a StackGo workflow.
- Board Columns - Dynamic
- Board Columns For Search - Dynamic
- Board Date Columns - Dynamic
- Board Dropdown Columns - Dynamic
- Board Email Columns - Dynamic
- Board Groups - Dynamic
- Board Items - Dynamic
- Board Link Columns - dynamic
- Board Long Text Columns - Dynamic
- Board Number Columns - Dynamic
- Board Person Columns - Dynamic
- Board Phone Columns - Dynamic
- Board Status Columns - dynamic
- Board Text Columns - Dynamic
- Any Column Value Changed in Board
- File Columns For Search - Dynamic
- Archive Board
- Archive Group
- Archive Item
- Update Item Column Value (Legacy)
- Update Item Date Column Value (Legacy)
- Update Item Dropdown Column Value (Legacy)
- Update Item Email Column Value (Legacy)
- Update Item Name
- Update Item Link Column Value (Legacy)
- Update Item Long Text Column Value (Legacy)
- Update Item
- Update Item Multiple Column Values (Legacy)
- Update Item Multiple Column Values2 - no longer supported
- Update Item Number Column Value (Legacy)
- Update Item People Column Value (Legacy)
- Update Item Phone Column Value (Legacy)
Names are monday.com’s own, read from its public Zapier listing on 28 August 2026.
Connected through Zapier
Move an item to a status and the check starts.
- Connect StackGo to monday.com through Zapier.
- Map the fields above to where you want them on the record.
- Choose the trigger — the event that should start a check.
- Run a test on yourself before you point it at a client.
Common questions about monday.com
What does Monday integrate with?
StackGo connects to monday.com through Zapier. The result comes back on the record you already work in.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
monday.com is made by monday.com. We are not affiliated with them.
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.