Introduction

Clay (clay.earth) is designed as an extension of your brain, a sophisticated tool to help remember the important people in your professional network. It’s perfect for those who thrive on maintaining connections and want to do so effortlessly. Integrating IdentityCheck adds a new layer of value, enabling seamless identity verification to streamline processes like onboarding and compliance checks.

Why Connect IdentityCheck to Clay (clay.earth)

Integrating IdentityCheck with Clay (clay.earth) offers a streamlined solution for businesses that require robust ID verification. Whether you’re onboarding new clients or performing routine KYC checks, this integration simplifies the process, ensuring security without bottlenecks. In one example, Guardian Tax Solutions cut their onboarding time by 90% using IdentityCheck, showcasing the efficiency gains possible in tax and compliance sectors.

IdentityCheck reduces fraud potential by ensuring that every contact in Clay is verified quickly and securely. For startups and tech companies, this means less time spent on manual checks and more focus on building connections.

Setting Up the Integration

1. Log into your Clay (clay.earth) account and navigate to the integrations page.
2. Locate IdentityCheck from the list of available integrations.
3. Click “Connect” and follow the on-screen prompts to authorize access.
4. Configure the verification settings to match your specific needs.
5. Test the integration with a sample contact to ensure everything is set up correctly.

How It Works in Clay (clay.earth)

Once integrated, IdentityCheck operates seamlessly within Clay. Imagine a recruiter using Clay to manage professional relationships. Before granting freelancers access to their company’s Notion workspace, they effortlessly verify their identities with just a few clicks. This ensures secure and validated connections, all within the familiar interface of Clay.

Frequently Asked Questions

Where is my data stored? All data is securely stored in compliance with industry standards, ensuring protection and privacy.

Can I customize the verification message? Yes, users can tailor the messages to fit their brand’s tone and requirements.

What if someone doesn’t complete the ID check? Users are notified immediately, allowing them to follow up or take necessary action.

Final Thoughts

Integrating IdentityCheck with Clay (clay.earth) enhances how businesses verify identities, saving time and reducing the risk of fraud. This partnership represents a smart, secure, and efficient way to manage KYC processes, ensuring all professional interactions are legitimate and safe.