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GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

How IdentityCheck works with GoTo Connect

GoTo Connect: Brief Overview
GoTo Connect is a robust and streamlined communication platform that combines VoIP, video conferencing, and messaging into a single, seamless service. Designed to enhance business productivity, GoTo Connect is famous for its ease of use, high-quality calls, and extensive feature set that supports remote work and collaboration.

Use Cases for ID Verification with GoTo Connect
Integrating IdentityCheck with GoTo Connect opens a range of possibilities for businesses needing real-time ID verification. Here are some potential use cases:

  • Customer Support Verification: Verify the identity of customers calling in for support, ensuring sensitive information is only shared with verified individuals.
  • Onboarding New Clients: Simplify and secure the process of onboarding new clients by verifying their identity during initial communications.
  • Employee Verification: Confirm the identity of remote employees during virtual meetings and to enhance security protocols within your team.
  • Financial Transactions: For businesses that handle financial data, verifying the identity of users before proceeding with transactions adds an additional layer of security.

Setting Up the Integration
To start using IdentityCheck with GoTo Connect via Zapier, follow these simple steps:

  1. Create Accounts: Ensure you have active accounts on IdentityCheck, GoTo Connect, and Zapier.
  2. Access Zapier: Log into your Zapier account. If you do not have one, you will need to create it.
  3. Connect Apps: In the Zapier dashboard, click on ‘Make a Zap’, then select IdentityCheck and GoTo Connect from the list of available apps.
  4. Set Triggers and Actions: Select the appropriate triggers and actions that suit your business workflow. For example, you might set a trigger in IdentityCheck to prompt an ID verification action in GoTo Connect.
  5. Test the Integration: Zapier allows you to test the integration to ensure everything is working correctly. Perform a test to verify functionality.
  6. Enable the Zap: Once satisfied with the test results, enable your Zap to make the integration live.

How to Use ID Verification with GoTo Connect
Using ID verification within your GoTo Connect workflows is straightforward:

  1. Initiate a Call or Meeting: Start a call or virtual meeting as you normally would through GoTo Connect.
  2. Trigger ID Verification: At the necessary point in the call or meeting, trigger the pre-configured IdentityCheck verification process. You can do this based on the workflows set up in Zapier.
  3. Verify User Identity: The user will undergo ID verification. This can include submitting documents or other verification methods pre-set in IdentityCheck.
  4. Confirm Verification: Once verified, proceed with the call or meeting, knowing that the user’s identity has been confirmed.

Conclusion
Integrating IdentityCheck with GoTo Connect through Zapier streamlines your ID verification processes, ensuring enhanced security and efficiency. Whether you’re in customer support, onboarding, or financial services, this setup simplifies verifying user identities during critical interactions. Make the most of GoTo Connect’s communication capabilities by adding this crucial layer of security with IdentityCheck.

About GoTo Connect
GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.