Reporting

Trevor + StackGo

Trevor and the compliance workflow around it.

Trevor publishes 1 trigger event and 0 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Reporting Above the workflow Not connected yet
What Trevor is

Trevor.io is a data playground connecting directly to your database to empower your team to query live data, build reports, and power dashboards with or without any coding.

Description supplied by Trevor.

Where it fits

Above the workflow, looking down on it

A dashboard does not do compliance work. It tells you how much is outstanding across the whole book rather than one client at a time. That is close to Monitor but it is not the same job: Monitor re-checks a client, reporting watches the practice.

What StackGo sends to Trevor

An outcome, never the client’s identity data. Trevor would be told what happened; the verification detail stays in your system of record.

  • What happened
  • Who it was for
  • When
  • Where the record is

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

Everything else Trevor publishes

Trevor’s public integration surface

The rest of what Trevor exposes on Zapier, beyond the workflow. This is the raw material a connector would use.

1 event
  • New Insight Result

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

Where this sits

Trevor sits beside the work, not inside it.

The compliance work happens in the five workflows below. Trevor is where the result lands — nothing starts a check here.

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