Understanding Hnry

Hnry is a popular tool designed for freelancers and contractors to automate their financial administration, including tax calculations, filing, payments, and more. The platform aims to streamline the financial tasks of self-employed individuals, freeing them from the burden of administrative work.

Uses of IdentityCheck for Hnry Users

For users of Hnry, integrating IdentityCheck can enhance your workflow by simplifying and automating the process of ID verification. This is particularly useful for:

• Onboarding new clients
• Ensuring compliance with legal and regulatory requirements
• Streamlining customer verification processes
• Minimizing the risk of fraud

How to Set Up IdentityCheck with Hnry via Zapier

Setting up IdentityCheck to work with Hnry through Zapier is straightforward and can be accomplished in a few steps. Here’s how you can do it:

1. Sign in to your Zapier account.
2. Click on “Make a Zap” in the top menu.
3. Search for “Hnry” and select it as your trigger application.
4. Choose a trigger event, such as “New Client” or “Client Update”.
5. Connect your Hnry account to Zapier by following the prompted steps.
6. Next, search for “IdentityCheck” in the action step.
7. Select an action event, like “Verify ID” or any other relevant action.
8. Connect your IdentityCheck account to Zapier by following the steps provided.
9. Map the necessary fields between Hnry and IdentityCheck to ensure data is correctly transferred.
10. Test the Zap to make sure it works correctly.
11. Once tested, turn on your Zap and let it work automatically in the background.

How to Use the Integration

After setting up the integration, using IdentityCheck with Hnry through Zapier is seamless:

• Whenever a new client is added to Hnry, Zapier automatically triggers the ID verification process in IdentityCheck.
• The client receives a notification to complete their ID verification via IdentityCheck.
• After the verification is done, Hnry gets updated automatically with the verified status without any manual intervention required from your side.

This integration helps you maintain up-to-date and verified client information, improving both your efficiency and security. By automating the ID verification process, you can focus more on your core business activities and less on administrative tasks.