About JobNimbus

JobNimbus is a versatile CRM and project management platform that helps contractors streamline their workflows, manage projects, and enhance productivity. It integrates with various tools and services to extend its functionality, making it easier to handle different business operations from a single interface.

Benefits of Using IdentityCheck with JobNimbus

Integrating IdentityCheck with JobNimbus allows businesses to perform seamless ID verification directly within their project management and CRM workflow. Here are a few uses:

• Quick Onboarding: Verify the identities of new clients or contractors swiftly as part of your onboarding process.
• Enhanced Security: Ensure that all parties involved in a project are verified, boosting the security and integrity of your operations.
• Regulatory Compliance: Meet industry-specific compliance requirements by incorporating robust ID verification mechanisms.

Setting Up IdentityCheck with JobNimbus via Zapier

Integrating IdentityCheck with JobNimbus through Zapier is a straightforward process. Follow these steps to set up the integration:

1. Sign up for a Zapier account if you don’t have one already.
2. Go to the JobNimbus Integrations page on Zapier.
3. Search for IdentityCheck and select it from the list of available integrations.
4. Click on “Connect” and follow the prompts to link your JobNimbus and IdentityCheck accounts to Zapier.
5. Configure the Zap by choosing triggers and actions that fit your workflow. For example, select a trigger in JobNimbus (like a new contact) and an action in IdentityCheck (like initiating an ID verification process).
6. Save and activate your Zap to start using the integration.

Using IdentityCheck for ID Verification in JobNimbus

Once you have set up the integration, using IdentityCheck for ID verification within JobNimbus is simple:

1. Trigger an Event: In JobNimbus, create or select an event that you’ve configured to trigger the ID verification process, such as adding a new contact or starting a new project.
2. Automatic Verification: The integration will automatically start the ID verification process via IdentityCheck. The new contact or project member will receive instructions to complete their verification.
3. Monitor Status: Monitor the verification status directly in JobNimbus. Once the ID is verified, the status update will be reflected in your JobNimbus interface.

By integrating IdentityCheck with JobNimbus, you can ensure seamless and secure ID verification processes, improving your project management and client interactions. Start using this powerful integration today to take your business operations to the next level.