About 17hats

17hats is a comprehensive business management software designed to help small business owners streamline their operations. It offers a variety of features including client management, project tracking, scheduling, invoicing, and more. With 17hats, entrepreneurs and freelancers can handle their day-to-day tasks more efficiently, allowing them to focus on growing their businesses.

Why Use ID Verification with 17hats?

Identity verification can be crucial for businesses using 17hats, especially for those in industries where trust and authenticity are paramount. By integrating IdentityCheck with 17hats, users can:

• Verify client identities quickly to prevent fraud
• Ensure compliance with industry regulations
• Simplify client onboarding processes
• Enhance the security of business transactions

Use Cases for ID Verification in 17hats

Here are some scenarios where ID verification can be beneficial for users of 17hats:

• Client Verification: Before entering into business agreements or contracts, verify the client’s identity to ensure they are who they say they are.
• Access Control: Restrict access to sensitive information and business tools only to verified identities.
• Fraud Prevention: Prevent fraudulent activities and unauthorized transactions by confirming identities during payment processes.

How to Set Up IdentityCheck with 17hats via Zapier

Integrating IdentityCheck with 17hats through Zapier is straightforward. Follow these steps to get started:

1. Sign up for accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and navigate to the Zap creation page.
3. Choose 17hats as the trigger app and select an appropriate trigger event (e.g., “New Contact Created”).
4. Connect your 17hats account to Zapier and authenticate as needed.
5. Choose IdentityCheck as the action app and select the action event (e.g., “Verify Identity”).
6. Connect your IdentityCheck account to Zapier.
7. Map the data fields between 17hats and IdentityCheck to ensure accurate information flow.
8. Test the Zap to ensure that the integration functions correctly.
9. Turn on the Zap to activate the integration.

How to Use ID Verification with 17hats

Once you have set up the integration, using ID verification within 17hats is simple:

1. Log in to your 17hats account.
2. Create a new contact or open an existing one that requires ID verification.
3. The Zapier automation you set up will trigger the IdentityCheck process automatically.
4. IdentityCheck will run the verification in the background and report the status back to 17hats.
5. You can view the verification results within the client’s profile in 17hats.

By leveraging the power of IdentityCheck within 17hats, you can make your business operations more secure and efficient. Ensure every client interaction is verified for a smoother and safer business experience.