Affinity is a powerful relationship intelligence platform designed to help professionals manage relationships and leverage data to drive business growth. It offers advanced tools for tracking interactions, identifying key connections, and automating workflows. Now, with the integration between IdentityCheck and Affinity via Zapier, users can enhance their compliance and due diligence processes through seamless ID verification.

Uses for Affinity Users with IdentityCheck

Integrating IdentityCheck with Affinity can significantly benefit users in the following ways:

• Client Onboarding: To quickly verify the identity of new clients.
• KYC Compliance: To ensure your records meet regulatory Know Your Customer requirements.
• Enhanced Security: To confirm the identity of potential partners or hires.

How to Set Up IdentityCheck with Affinity

To set up the integration between IdentityCheck and Affinity, follow these steps:

Step 1: Get Zapier Account

Sign up for a Zapier account if you don’t have one already.

Step 2: Link IdentityCheck to Zapier

Once logged into Zapier, search for the IdentityCheck app and link it using your IdentityCheck API credentials.

Step 3: Connect Affinity to Zapier

Next, search for the Affinity app within Zapier and connect it using your Affinity account credentials.

Step 4: Create a Zap

After both apps are linked, you can create a “Zap” to automate the ID verification workflows:

• Trigger: Select Affinity as the trigger app and choose a specific event (e.g., new contact added).
• Action: Set IdentityCheck as the action app and select the appropriate verification action (e.g., start a new ID verification).

How to Use IdentityCheck Integration

Using the IdentityCheck integration with Affinity is straightforward:

Running ID Verifications

Whenever a new contact is added to your Affinity account, the integration automatically triggers IdentityCheck to perform an ID verification on the contact. You can review the results directly within your IdentityCheck dashboard.

Tracking and Reporting

All ID verification activities are logged and can be tracked via the IdentityCheck platform. These records can also be exported for reporting and compliance purposes.

Notifications

Set up notifications within Zapier to alert you when an ID verification is completed or if there are any discrepancies. This ensures you stay informed in real-time.

By integrating IdentityCheck with Affinity through Zapier, you can streamline your ID verification processes, making your workflow more efficient and secure. Ensure compliance and protect your organization with this powerful synergy of tools.