Projectworks + StackGo

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

Projectworks publishes 0 trigger events and 16 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

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What Projectworks is

Projectworks is a professional services automation software that connects time and expense tracking, resource management, invoicing, and financial reporting.

Description supplied by Projectworks.

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.

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

The write-back

What StackGo puts back on the record

A Projectworks 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 Projectworks

Create Company

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

Everything else Projectworks publishes

Projectworks’s public integration surface

The rest of what Projectworks exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

15 more actions

Assign Timecode
Create Budget
Create Leave
Create Project
Create Timecode
Create Timesheet Entry
Set Resourcing
Update Budget
Update Company
Update CustomFieldValue
Update Project
Update Timecode
Update Timesheet Entry
Find ClientID
Find CurrencyID

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

Questions

Common questions about Projectworks

How would a check result show up in Projectworks?

Through Projectworks’s own write operations: “Create Company”. You choose which fields are written, and you can also run it one-way, with nothing written back to Projectworks at all.