Tasker + StackGo
Run compliance from inside Tasker. Checks start from a record and the result lands back on the client.
Tasker publishes 0 trigger events and 1 action on its public Zapier listing. That is what a StackGo connector would be built on.
TASKER is a flexible and effective tool for managing tasks, processes and employees.
Description supplied by Tasker.
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 Tasker 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.
- Create Task Request
Tasker's own write operations. The result goes onto the record you already work in.
Common questions about Tasker
How would a check result show up in Tasker?
Through Tasker’s own write operations: “Create Task Request”. You choose which fields are written, and you can also run it one-way, with nothing written back to Tasker at all.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Tasker is made by www.taskertools.com/us/en. We are not affiliated with them.
Want Tasker connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady 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.