Introduction

Discover the power of seamless automation with Workflow86, a robust platform created to handle complex and mission-critical business processes. With its mission to simplify and automate workflows, Workflow86 offers features like custom workflows, process documentation, and automated tasks. IdentityCheck enhances these capabilities by providing unmatched ID verification tools that make workflows more secure and efficient.

Why Connect IdentityCheck to Workflow86

Integrating IdentityCheck with Workflow86 introduces a reliable way to handle identity verification within automated workflows. This integration offers several key benefits:

• Enhanced Security: By incorporating KYC checks, businesses can ensure that client data is securely managed and verified, reducing fraud risks.
• Efficiency in Operations: Identity verification tasks are automated, freeing up valuable time and resources for other critical business functions.
• Streamlined Client Onboarding: IdentityCheck’s verification tools seamlessly fit into Workflow86’s processes, leading to faster and more accurate client onboarding.

For example, Guardian Tax Solutions experienced a 90% reduction in onboarding time using IdentityCheck, significantly boosting productivity and client satisfaction. Explore the full case study here.

Setting Up the Integration

1. Sign in to your Workflow86 account.
2. Navigate to the Integration section in your dashboard.
3. Select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to authorize the connection.
5. Configure your preferred identity verification settings.
6. Test the integration to ensure seamless operation within your workflows.

How It Works in Workflow86

Within Workflow86, the integrated IdentityCheck system initiates ID verification at specified stages of your processes. For instance, when onboarding a new client, the workflow automatically triggers a KYC check, streamlines data gathering, and stores results securely, ensuring compliance and efficiency.

Frequently Asked Questions

How is data stored during identity verification? All personal data handled by IdentityCheck is encrypted and stored securely, complying with industry standards.

Can I customize my verification workflows? Yes, Workflow86 allows full customization of processes, including when and how identity verification is executed.

What if a check is incomplete? Workflow86 is designed to handle incomplete checks by providing alerts and steps to resolve any issues promptly.

In Summary

Integrating IdentityCheck with Workflow86 offers a secure, efficient, and comprehensive solution for managing and verifying identities within automated business processes. This integration not only enhances security but also significantly optimizes workflow performance.