Introduction to Urable

Urable is a versatile platform designed to streamline and enhance customer relationship management for various businesses. It offers an array of features including customer tracking, workflow automation, and sales management, all geared towards improving efficiency and customer satisfaction.

Uses for Urable Users for ID Checks

By integrating Urable with IdentityCheck, businesses can add a layer of security and authenticity to their customer interactions. Some possible uses include:

• Verifying customer identities during account creation.
• Ensuring secure transactions in e-commerce platforms.
• Validating IDs for onboarding new clients.
• Maintaining regulatory compliance by conducting regular ID verification checks.

Instructions to Set Up IdentityCheck with Urable

1. Sign Up for Zapier: If you do not already have a Zapier account, go to Zapier and sign up.
2. Connect Urable: Once logged in, search for “Urable” within Zapier’s app directory and link your Urable account following the on-screen instructions.
3. Connect IdentityCheck: Similarly, search for “IdentityCheck” within Zapier and connect your IdentityCheck account. You’ll need your IdentityCheck API key for this step.
4. Create a New Zap: Click on the “Make a Zap” button on your Zapier dashboard.
5. Select Urable Trigger: Choose Urable as the trigger app and specify a trigger event, such as “New Customer” or “Update Customer.”
6. Configure IdentityCheck as the Action App: Select IdentityCheck as the action app and designate the action event, like “Verify ID.”
7. Map Data Fields: Match the fields from Urable (e.g., customer name, ID number) to the corresponding fields in IdentityCheck.
8. Test Your Zap: Perform a test run to ensure the integration works flawlessly. Make any necessary adjustments.
9. Activate the Zap: Once satisfied, activate your Zap to begin automated ID verification processes.

How to Use the Integration for ID Verification

After setting up the integration, using IdentityCheck with Urable becomes a seamless process:

• Automated ID Verifications: Whenever a new customer signs up or existing customer details are updated in Urable, IdentityCheck will automatically verify the customer’s ID.
• Monitor ID Verification Status: Track the verification status directly within Urable, making it easy to manage and follow up on pending verifications.
• Secure Transactions: Ensure that all customer transactions and interactions are supported by verified identities, thereby enhancing security and trustworthiness.
• Compliance and Record-Keeping: Maintain an audit trail within Urable, ensuring your business stays compliant with industry regulations on ID verification.

By integrating IdentityCheck with Urable, businesses can significantly enhance their customer management processes through secure, efficient, and automated ID verification. Start leveraging this powerful combination today to streamline your operations and build trust with your customers.