Project management

Sortd + StackGo

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

Sortd publishes 6 trigger events and 11 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 Communication

What Sortd is

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

Description supplied by Sortd.

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 Sortd 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 Sortd
  • Assign a Task
  • Create Task
  • Create Task From Gmail Thread
  • Complete Task

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

Everything else Sortd publishes

Sortd’s public integration surface

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

6 events
  • Task Archived
  • Task Assigned
  • Task Completed
  • Task Deleted
  • New Task Created
  • Task Moved to List
7 more actions
  • Mark Task as Incomplete
  • Move a Task to a New List
  • Unassign Task
  • Get Team Boards
  • Get a Lists Tasks
  • Get a Board's Lists
  • Get Teams

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

Questions

Common questions about Sortd

What is sortd for Gmail?

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

How would a check result show up in Sortd?

Through Sortd’s own write operations: “Assign a Task”, “Create Task”, “Create Task From Gmail Thread”, “Complete Task”. You choose which fields are written, and you can also run it one-way, with nothing written back to Sortd at all.

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

Where this sits

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

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

If you use Sortd, you probably also use

Want Sortd connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

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.