What is OrbisX?

OrbisX is a powerful CRM and business management tool designed specifically for automotive businesses. It streamlines various administrative tasks, from managing contacts to scheduling appointments, and even handling marketing efforts. With OrbisX, businesses can ensure smooth operations and boost efficiency.

Enhancing OrbisX with ID Verification

Integrating IdentityCheck with OrbisX opens a new realm of possibilities for businesses seeking to ensure compliance and security through ID verification. Here are some potential uses:

• Client Onboarding: Seamlessly verify the identities of new customers during the onboarding process.
• Appointment Validation: Verify identity before confirming appointments, reducing the likelihood of no-shows.
• Contract Signing: Ensure the legitimacy of clients when signing service contracts, reducing fraud risks.
• Employee Verification: Use ID verification for new hires to meet regulatory requirements.

Setting Up IdentityCheck Integration with OrbisX

To integrate IdentityCheck with OrbisX using Zapier, follow these steps:

1. Sign Up or Log In: Ensure you have active accounts with IdentityCheck, OrbisX, and Zapier.
2. Access Zapier: Navigate to Zapier OrbisX Integrations.
3. Create a New Zap: Click on “Make a Zap” to start the integration process.
4. Select OrbisX as the Trigger App: Choose OrbisX and select the relevant trigger, such as “New Customer” or “New Appointment”.
5. Link OrbisX Account: Follow the prompts to connect your OrbisX account to Zapier.
6. Choose IdentityCheck as the Action App: Select IdentityCheck and specify the action, like “Verify ID”.
7. Connect IdentityCheck Account: Enter the necessary credentials to link IdentityCheck to Zapier.
8. Map Data Fields: Map the data fields between OrbisX and IdentityCheck to ensure accurate information transfer.
9. Test the Zap: Conduct a test to confirm that the zap works correctly by running a sample verification.
10. Activate the Zap: Once tested, turn on the Zap to automate ID verification in OrbisX.

How to Use the Integration

Once the integration is set up, using it is straightforward. Here’s how:

1. Onboarding Process: When a new customer is added in OrbisX, the trigger in Zapier will automatically send their information to IdentityCheck for verification.
2. Receive Verification Results: The verification results will be sent back to OrbisX, updating the customer’s profile and confirming their identity.
3. Automated Actions: Based on the verification outcome, you can set up automated actions in OrbisX, such as sending confirmation emails or approving appointments.
4. Monitor and Review: Regularly check the Zapier dashboard to monitor the integration performance and ensure all verifications are processed smoothly.

Integrating IdentityCheck with OrbisX through Zapier simplifies the ID verification process, enhances security, and boosts operational efficiency. Follow the steps above to set up and use this powerful integration.