Integrating IdentityCheck with Builder Prime Using Zapier

Builder Prime is a powerful tool designed for contractors and construction professionals to manage their business operations effectively. It helps streamline project management, customer relationship management (CRM), and sales processes. To enhance your Builder Prime experience, integrating an ID verification tool like IdentityCheck can add an extra layer of security and efficiency to your operations.

Potential Uses of IdentityCheck with Builder Prime

By integrating IdentityCheck with Builder Prime through Zapier, users can automate ID verification processes with ease. Here are some possible uses:

• Client Onboarding: Automatically verify the identity of new clients upon registration.
• Contractor Verification: Ensure all contractors have verified identities for added security.
• Project Access: Restrict project site access to verified personnel only.
• Document Verification: Verify identities before signing important documents.

Setting Up Integration via Zapier

Follow these steps to set up the integration of IdentityCheck with Builder Prime using Zapier:

1. Log in to your Zapier account. If you don't have one, sign up for free.
2. Navigate to Builder Prime Integrations.
3. Search for IdentityCheck in the list of available integrations.
4. Select "IdentityCheck" and choose the desired trigger event (e.g., new client registration in Builder Prime).
5. Configure the corresponding action in IdentityCheck (e.g., start ID verification process).
6. Connect your IdentityCheck and Builder Prime accounts following the on-screen instructions.
7. Test the integration to ensure everything is functioning correctly.
8. Save the Zap and enable it to start automating your ID verification process.

Using IdentityCheck with Builder Prime

Once the integration is set up, using IdentityCheck with Builder Prime becomes seamless. Here’s how to use it:

For Client Onboarding:

• When a new client registers on Builder Prime, Zapier triggers the ID verification process in IdentityCheck.
• The client receives a notification to complete their ID verification.
• Once verified, the client's status is updated in Builder Prime.

For Contractor Verification:

• Add new contractors to Builder Prime and trigger the ID verification via Zapier.
• The contractor completes their ID verification through IdentityCheck.
• Update their status in Builder Prime to grant access to projects.

Utilize the integration to ensure secure and efficient ID verification processes for various tasks within Builder Prime, enhancing both security and productivity in your operations.