What is Onepage?

Onepage is a powerful customer relationship management (CRM) tool that streamlines your workflow, making it easier to manage customer interactions, track leads, and automate essential tasks. Perfect for businesses of all sizes, Onepage unifies your customer data in one platform, enhancing your ability to deliver exceptional service and drive growth.

Uses for Onepage Users for ID Checks

With the integration of IdentityCheck, Onepage users can perform seamless ID verification tasks, ensuring that their customers' identities are verified with minimal effort. This is particularly valuable for:

• Compliance and regulatory requirements: Meet KYC (Know Your Customer) regulations efficiently.
• Fraud prevention: Minimize risks associated with fake identities and fraudulent activities.
• User onboarding: Verify new users quickly and securely during the registration process.

Setting Up IdentityCheck with Onepage Using Zapier

Integrating IdentityCheck with Onepage is straightforward using Zapier's automation platform. Follow these steps:

1. Sign up for a Zapier account if you do not already have one.
2. Log in to your Zapier account and navigate to the Zap creation page.
3. In the Trigger App search bar, type "Onepage" and select it.
4. Select the trigger event that suits your needs, such as "New Lead" or "Updated Customer."
5. Connect your Onepage account to Zapier by following the on-screen instructions.
6. In the Action App search bar, type “IdentityCheck” and select it.
7. Choose the appropriate action, such as “Verify Identity” or “Check ID Status.”
8. Connect your IdentityCheck account to Zapier by following the on-screen instructions.
9. Map the necessary fields between Onepage and IdentityCheck to ensure data is transferred correctly.
10. Test your Zap to ensure it is functioning as expected, then activate it.

How to Use ID Verification with Onepage

Once the integration is set up, using ID verification with Onepage is easy:

1. Log in to your Onepage account and navigate to the relevant section, such as Leads or Customers.
2. When adding a new lead or updating customer information, the ID verification process will automatically trigger if you’ve set it up via Zapier.
3. The verification status will be updated in your Onepage dashboard, allowing you to see which customers have completed the process and which are pending.
4. If any issues arise, you’ll be alerted so you can take appropriate action, such as contacting the customer for additional information.

By integrating IdentityCheck with Onepage, you enhance your CRM’s capabilities, making it an all-encompassing tool for both customer management and ID verification.