Introduction to DripJobs and IdentityCheck

DripJobs is a robust CRM software designed to streamline customer relationship management for service businesses. With its easy-to-use interface and powerful features, DripJobs helps businesses manage their customer interactions, scheduling, invoicing, and more in an efficient manner.

IdentityCheck, on the other hand, is a sophisticated ID verification tool that helps businesses ensure that the identities of their clients are legitimate. By integrating IdentityCheck with DripJobs, service businesses can safeguard their operations and reduce the risk of fraud.

Why Use ID Verification with DripJobs?

Integrating ID verification within DripJobs can provide numerous benefits for your business:

• Enhanced Security: Verify the identities of new customers to prevent fraudulent activities.
• Streamlined Processes: Automate the ID verification process, saving time and resources.
• Improved Customer Trust: Enhance your credibility by ensuring that all customer data is verified and secure.
• Regulatory Compliance: Stay compliant with KYC (Know Your Customer) regulations.
• Efficient Client Onboarding: Smooth and quick onboarding process by verifying identities in real-time.

Setting Up IdentityCheck with DripJobs through Zapier

1. Sign up for both DripJobs and IdentityCheck: Ensure you have active accounts on both platforms.
2. Log into Zapier: Create a Zapier account if you do not already have one.
3. Connect DripJobs: In Zapier, create a new Zap and choose DripJobs as the trigger app. Follow the on-screen instructions to authorize Zapier to access your DripJobs account.
4. Set the Trigger Event: Choose a trigger event in DripJobs that will initiate the ID verification, such as ‘New Contact Created’ or ‘Job Scheduled.’
5. Connect IdentityCheck: For the action app, select IdentityCheck. Follow the prompts to authorize and integrate IdentityCheck with Zapier.
6. Set the Action Event: Choose the action event, such as ‘Verify ID.’ Configure the required fields to pass necessary data from DripJobs to IdentityCheck.
7. Test the Zap: Run a test to ensure everything is set up correctly and the ID verification process works as expected.
8. Turn On the Zap: Once you are satisfied with the setup, turn on the Zap to activate the automated ID verification process.

How to Use ID Verification with DripJobs

Once IdentityCheck is integrated with DripJobs, using the ID verification process is straightforward:

1. Customer Interactions: When a customer interaction occurs in DripJobs (e.g., a new job is scheduled or a new contact is added), the connected Zap will automatically trigger.
2. Automated ID Verification: IdentityCheck receives the required data from DripJobs and performs the ID verification process without any manual intervention.
3. Notification of Results: Once the verification is complete, you will receive a notification with the results within DripJobs or via email, based on your Zapier configuration.
4. Review and Take Action: You can review the verification results directly in DripJobs and take any necessary actions, such as approving the customer, scheduling further steps, or flagging for additional verification if needed.

Conclusion

Integrating IdentityCheck with DripJobs enhances your business’ security and efficiency. By automating the ID verification process, you can focus more on delivering quality services while ensuring that your customer data is secure and compliant with regulations.