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.
Also listed under Practice management
Papertrail offers a software solution that is able to record and manage logs from different locations.
Description supplied by Papertrail.
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 Papertrail 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.
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.
Want Papertrail connected?
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