Project management

Papertrail + StackGo

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

We found no public integration surface for Papertrail: no Zapier app and no published events.

Project management System of record Not connected yet

Also listed under Practice management

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What Papertrail is

Papertrail offers a software solution that is able to record and manage logs from different locations.

Description supplied by Papertrail.

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 Papertrail 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.

Questions

Common questions about Papertrail

What is Papertrail used for?

Papertrail offers a software solution that is able to record and manage logs from different locations.

What does paper trail mean in business?

Papertrail offers a software solution that is able to record and manage logs from different locations.

What is a papertrail?

Papertrail offers a software solution that is able to record and manage logs from different locations.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Papertrail is made by papertrailapp.com. We are not affiliated with them.

Where this sits

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

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

Intake
Verify
Screen
Assess
Monitor
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Want Papertrail 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.

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