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Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.

How IdentityCheck works with Compass

Integrating Compass with IdentityCheck via Zapier

Compass is a powerful tool that offers advanced data visualization and mapping solutions to streamline business processes and enhance user experiences. By integrating Compass with IdentityCheck through Zapier, you can automate ID verification processes to improve security and efficiency.

Uses for Compass Users with ID Checks

Integrating IdentityCheck with Compass via Zapier can offer several valuable use cases:

  • Automated ID Verification: Automatically verify user identities as they sign up or perform key activities.
  • Enhanced Security: Strengthen security protocols by ensuring only verified users can access sensitive data or features.
  • Compliance: Meet regulatory requirements by verifying identities in real-time as part of your business workflows.
  • Streamlined User Experience: Reduce the time required for manual verifications, enhancing overall user satisfaction.

How to Set Up Integration

  1. Create Accounts: Ensure you have active accounts with both Compass and IdentityCheck.
  2. Sign Up for Zapier: If you don’t have a Zapier account, create one at Zapier.
  3. Find the Integration: Go to the Compass Integrations page on Zapier. Locate IdentityCheck.
  4. Create a Zap: Click on “Make a Zap” and select Compass as your trigger app and identify the specific trigger event you want (e.g., “New User Registration”).
  5. Connect Accounts: Authenticate your Compass account within Zapier. Similarly, connect your IdentityCheck account.
  6. Set Action: Choose IdentityCheck as the action app and specify the action event (e.g., “Verify ID”). Configure the required fields and mapping options.
  7. Test Your Zap: Run a test to ensure everything works correctly.
  8. Activate: Once tested, activate your Zap to start automating ID checks.

How to Use the Integration

Once the integration is set up, here’s how you can leverage it:

  1. Initiate ID Verification: When a specified event (like a new user registration) occurs in Compass, the integration will automatically initiate an ID verification request through IdentityCheck.
  2. Receive Verification Results: IdentityCheck will process the verification and send the results back to Compass. You can choose to store these results in your Compass database.
  3. Automate Actions Based on Results: Use the verification results to trigger further automated actions within Compass, such as granting access to services, flagging suspicious activities, or sending notifications.

Conclusion

Connecting Compass with IdentityCheck using Zapier simplifies the process of integrating automated ID verification into your workflows. This not only enhances security and compliance but also significantly improves user experience by reducing manual intervention. Set up the integration today to benefit from seamless and efficient ID verification processes.

About Compass
Compass CRM empowers Compass agents to manage their business end-to-end in one platform.