Workzone + StackGo

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

Workzone publishes 8 trigger events and 7 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 Workzone is

Workzone is project management software with a careful balance of functionality and ease-of-use to make it useful and accessible to diverse teams.

Description supplied by Workzone.

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 Workzone 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.

How it lands in Workzone

Update Task Status
Create Task

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

Everything else Workzone publishes

Workzone’s public integration surface

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

8 events

New Project Request
New Task
New Project
Project Completed
Project Needs Attention
Task Due Soon
Task Completed
New Time Entry

5 more actions

Create Project
Submit a Project Request
Update Project
Update Project State
Update Task

Names are Workzone’s own, read from its public Zapier listing on 23 October 2026.

Questions

Common questions about Workzone

What is SAP build workzone?

Workzone is project management software with a careful balance of functionality and ease-of-use to make it useful and accessible to diverse teams.

How would a check result show up in Workzone?

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