What is Dubsado?

Dubsado is a comprehensive business management solution designed to streamline project management, client communication, and invoicing. It helps businesses manage their workflows efficiently, automating tasks such as contract signing, payment collection, and overall client management.

Using Dubsado for ID Verification

For businesses that require ID verification as part of their process, integrating IdentityCheck with Dubsado can significantly simplify this task. Whether you are onboarding new clients, verifying the identity of contractors, or ensuring the security of your services, IdentityCheck ensures that the verification process is both smooth and secure.

How to Set Up IdentityCheck with Dubsado

Integrating IdentityCheck with Dubsado using Zapier is a straightforward process. Follow these steps to get started:

1. Create accounts on IdentityCheck, Zapier, and Dubsado if you haven’t already.
2. Log in to your Zapier account and navigate to the “Make a Zap” section.
3. Choose Dubsado as the trigger app and select the trigger event that will initiate the ID verification process (e.g., “New Project Created,” “New Lead Captured,” etc.).
4. Connect your Dubsado account to Zapier by following the prompts. You may need to provide your Dubsado API key.
5. Select IdentityCheck as the action app and choose the action event, such as “Initiate ID Verification.”
6. Connect your IdentityCheck account to Zapier and map the necessary fields from Dubsado to IdentityCheck (e.g., client name, email address, etc.).
7. Test the Zap to ensure that the integration works correctly.
8. Once testing is successful, turn on your Zap to make the integration live.

How to Use ID Verification with Dubsado

Once the IdentityCheck integration is set up in Dubsado, using it is simple:

1. When a new client enters your Dubsado workflow and triggers the event set in your Zap, the ID verification process will automatically start through IdentityCheck.
2. The client will receive an email or notification prompting them to complete the ID verification through IdentityCheck.
3. Clients follow the secure IdentityCheck process to verify their identity by uploading the necessary documents and information.
4. IdentityCheck will process the verification and provide you with the results, which you can then view directly in your Dubsado account.

This integration automates the crucial step of identity verification, reducing manual work and ensuring the security of your processes.

Integrating IdentityCheck with Dubsado via Zapier is an effective way to streamline client onboarding and verification, enhancing your business’s security and efficiency. Get started today to simplify ID verification in your Dubsado workflows.