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Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

How IdentityCheck works with Axonaut

What is Axonaut?

Axonaut is an all-in-one business management software designed for small and medium-sized enterprises (SMEs). It provides tools for CRM, project management, invoicing, accounting, and more, enhancing your productivity and efficiency. Axonaut helps streamline various business operations, allowing entrepreneurs to focus on growth and competition.

Possible Uses for ID Verification in Axonaut

Integrating IdentityCheck with Axonaut opens up multiple avenues for enhancing business operations, ensuring security, and building customer trust. Here are some ways you can utilize ID verification:

  • Client Onboarding: Simplify the process of onboarding new clients by verifying their identities instantly.
  • Employee Verification: Ensure that all employees are verified and authenticated, adding an extra layer of security to your HR processes.
  • Fraud Prevention: Detect and prevent fraudulent activities by verifying user identities before completing transactions.
  • Compliance: Maintain compliance with industry regulations by ensuring that all user identities are verified and documented.

How to Set Up IdentityCheck with Zapier for Axonaut

Setting up IdentityCheck with Zapier for Axonaut is a simple process. Follow these steps:

  1. Sign up or log in to your Zapier account.
  2. Search for “Axonaut” in the Zapier app directory and connect your Axonaut account.
  3. Search for “IdentityCheck” and connect your IdentityCheck account.
  4. Select “Make a Zap”. A Zap is an automated workflow that connects your apps and services together.
  5. Choose Axonaut as your Trigger app and select an appropriate trigger event, such as “New Contact” or “Updated Contact”.
  6. Set IdentityCheck as your Action app and choose an action event, like “Verify ID”.
  7. Map the necessary fields between Axonaut and IdentityCheck to ensure correct data transfer.
  8. Test the Zap to make sure everything works correctly.
  9. Once tested, turn your Zap on to start automating the ID verification process.

How to Use ID Verification with Axonaut

Using IdentityCheck for ID verification in Axonaut is straightforward once the integration is set up:

  • Log in to your Axonaut account.
  • Navigate to the section where you store client or employee information.
  • Add a new contact or update an existing one.
  • As soon as the contact is added or updated, a trigger will automatically initiate the ID verification process through Zapier.
  • IdentityCheck will verify the provided information and update the status in Axonaut accordingly.
  • You will receive notifications and updates within Axonaut, confirming the verification status of each individual.

By integrating IdentityCheck with Axonaut via Zapier, you can enhance your business processes and ensure a smooth, secure, and efficient experience for your clients and employees alike.

About Axonaut
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.