Syncro Overview

Syncro is a versatile platform that offers a suite of tools to help businesses manage their operations, including CRM, ticketing, invoicing, and automation. By integrating with various other applications, Syncro can streamline workflows and enhance productivity.

Integrating IdentityCheck with Syncro for ID Verification

Integrating IdentityCheck with Syncro via Zapier allows users to automate ID verification processes directly within their CRM workflows. This is particularly useful for industries that require robust identity verification, such as finance, healthcare, and security services.

Use Cases for Identity Verification in Syncro

• Customer Onboarding: Quickly verify new customers’ identities during the onboarding process to ensure compliance and reduce fraud.
• Support Tickets: Automate ID verification when creating or updating support tickets, ensuring that sensitive information is only accessible to verified individuals.
• Invoicing: Enhance security by verifying the identity of individuals requesting changes to billing information or making payments.

How to Set Up IdentityCheck Integration with Syncro

Setting up the integration between IdentityCheck and Syncro through Zapier is straightforward. Follow these steps:

1. Create Accounts: Ensure you have active accounts on IdentityCheck, Syncro, and Zapier.
2. Connect Apps: Log into your Zapier account, then click on the “Make a Zap” button.
3. Choose Trigger App: Select Syncro as your trigger app and choose an event that will initiate the ID verification, such as a new ticket or customer creation.
4. Set Up Trigger: Connect your Syncro account to Zapier by following the on-screen instructions and allow necessary permissions. Configure the trigger event details.
5. Choose Action App: Select IdentityCheck as your action app. Choose the action you want to perform, such as starting an ID verification process.
6. Configure Action: Connect your IdentityCheck account, select the specific verification process, and map the necessary fields from Syncro to IdentityCheck.
7. Test the Zap: Test the workflow to ensure that the integration is functioning correctly. Adjust any settings as needed.
8. Activate Zap: Once tested, turn on the Zap to enable the automation.

How to Use IdentityCheck with Syncro

Using IdentityCheck with Syncro enhances your operational workflows by automating the ID verification process. Here’s how you can utilize this integration effectively:

• Verify Identities Automatically: Anytime a new customer is added or a support ticket is created in Syncro, the automated process will initiate an ID check through IdentityCheck, streamlining your verification process.
• Monitor Verification Status: Syncro will keep track of the verification status, allowing you to quickly determine which customers or cases have been verified.
• Utilize Alerts and Updates: Set up alerts within Syncro to notify your team when verification is complete, ensuring prompt attention to verified cases or customers.

By integrating IdentityCheck with Syncro, you not only streamline your ID verification process but also boost the overall security and efficiency of your business operations.