What is Thryv?

Thryv is a robust business management platform designed to help small to medium-sized businesses streamline their operations. Offering various features such as customer relationship management (CRM), appointment scheduling, online presence management, and more, Thryv ensures that businesses can efficiently manage their day-to-day activities.

Why Integrate IdentityCheck with Thryv?

As a Thryv user, integrating IdentityCheck can bring significant benefits to your business. By automating ID verification, you can enhance security, streamline client onboarding, and ensure compliance with industry standards. Here are some possible use cases:

• Client Onboarding: Verify new client identities swiftly and securely before adding them to your CRM.
• Appointment Booking: Confirm the identity of clients booking high-stakes services.
• Secure Documentation: Validate IDs when clients need access to sensitive information or documents.

How to Set Up IdentityCheck with Thryv via Zapier

Integrating IdentityCheck with Thryv through Zapier is straightforward. Follow these steps:

1. Create Zapier Account: If you don’t have a Zapier account, sign up at Zapier.
2. Connect Thryv: In your Zapier dashboard, search for Thryv and follow the prompts to link your Thryv account.
3. Connect IdentityCheck: Similarly, search for IdentityCheck and connect your account.
4. Create a Zap: Start a new Zap and choose Thryv as the trigger app and IdentityCheck as the action app. Configure the trigger and action events as per your needs (e.g., New Client in Thryv triggers ID Verification in IdentityCheck).
5. Test Your Zap: Run a test to ensure that the integration works seamlessly.
6. Activate Zap: Once tested, activate your Zap to start automating ID verification processes.

How to Use IdentityCheck with Thryv

Once the integration is set up, using IdentityCheck with Thryv is effortless. Here are a few steps to get you started:

1. Initiate ID Verification: Whenever a new client is added in Thryv, the integrated Zap will automatically trigger an ID verification request to IdentityCheck.
2. Complete the Process: Clients will receive an ID verification request via their contact information. Once completed, IdentityCheck will update Thryv with the verification status.
3. Automate Actions: Based on verification outcomes, automate follow-up actions in Thryv such as confirming appointments, granting access, or flagging issues.

By integrating IdentityCheck with Thryv, you can efficiently manage ID verification, reducing manual work and enhancing security for your business operations.