Integrating IdentityCheck with Lexoffice via Zapier

Lexoffice is a powerful accounting software designed for freelancers, self-employed individuals, and small businesses. It simplifies invoicing, bookkeeping, and financial management, making it easier for business owners to focus on what they do best. By integrating IdentityCheck with Lexoffice through Zapier, users can streamline their ID verification processes directly within their accounting workflows.

Benefits of ID Verification for Lexoffice Users

Utilizing ID verification within Lexoffice can bring numerous advantages to freelancers and small business owners:

• Ensure the authenticity of clients and partners
• Reduce the risk of fraud and compliance issues
• Simplify customer onboarding processes
• Maintain a secure and trustworthy business environment

Setting Up the Integration

1. Create accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and click on the “Make a Zap” button.
3. Select Lexoffice as your trigger app and choose an appropriate trigger event, such as “New Contact” or “New Invoice.”
4. Connect your Lexoffice account to Zapier by following the on-screen instructions.
5. Next, select IdentityCheck as your action app and choose “Verify ID” as the action event.
6. Connect your IdentityCheck account to Zapier by following the provided steps.
7. Map relevant fields between Lexoffice and IdentityCheck to ensure the correct data is transferred for ID verification.
8. Test the integration to ensure it works as expected.
9. Save and activate your Zap.

Using the Integration

Once the integration between IdentityCheck and Lexoffice is set up, you can begin using ID verification within your Lexoffice workflows:

1. When a new contact or client is added in Lexoffice, the integration will automatically trigger an ID verification through IdentityCheck.
2. You will receive a verification result, indicating whether the ID is valid, suspicious, or invalid.
3. Based on the verification outcome, you can make informed decisions about proceeding with the client or contact.
4. If necessary, set up additional Zaps to cover other ID verification scenarios within Lexoffice.

Integrating IdentityCheck with Lexoffice via Zapier enhances the security and trustworthiness of your business processes, ensuring that you work with verified clients and partners. Follow the above steps to set up and use the integration effectively, and enjoy the peace of mind that comes with seamless ID verification.