Vitally: Simplified Customer Success Management

Vitally is a powerful customer success platform designed to help B2B SaaS companies optimize their customer success operations. It offers comprehensive analytics, automation, and a visually intuitive interface, enabling teams to track health metrics, automate tasks, and manage customer lifecycles effectively.

Enhancing Vitally with IdentityCheck Integration

Integrating IdentityCheck with Vitally opens up new possibilities for B2B companies that require streamlined ID verification processes. Through Zapier, you can create an automated workflow that instantly verifies user identities, providing an added layer of security and compliance to your customer success initiatives.

Uses for ID Verification in Vitally

• Onboarding New Clients: Seamlessly verify the identities of new clients during the onboarding process, ensuring compliance and reducing the risk of fraud.
• Account Management: Regularly update and verify client information, maintaining up-to-date records that improve the efficiency of account management.
• Security Compliance: Easily meet regulatory requirements for identity verification, reducing the administrative burden on your customer success team.

How to Set Up IdentityCheck with Vitally via Zapier

1. Create Accounts: Ensure you have active accounts on Vitally, IdentityCheck, and Zapier.
2. Connect Your Apps: In Zapier, search for and select IdentityCheck and Vitally. Use the provided API keys to connect both applications to Zapier.
3. Set Up a New Zap: Click “Make a Zap” in Zapier. Choose Vitally as the trigger app and set the event that will kick off the Zap (e.g., new client added).
4. Configure Trigger: Customize the trigger settings and test it to ensure that it picks up data from Vitally.
5. Add IdentityCheck Action: Select IdentityCheck as the action app. Define the action to be performed (e.g., verify user ID) and map the necessary fields from Vitally to IdentityCheck.
6. Test and Activate: Test the entire Zap to ensure it works correctly. Once successful, activate the Zap to start automating your ID verification process.

How to Use IdentityCheck for ID Verification in Vitally

1. Trigger Event in Vitally: Whenever a trigger event occurs in Vitally (e.g., a new client is added), the Zap you set up will automatically initiate the ID verification process using IdentityCheck.
2. Automated Verification: IdentityCheck will perform the ID verification based on the predefined criteria and input data from Vitally.
3. Notification and Results: You’ll receive notifications on the verification outcomes directly within Vitally or via email, allowing for quick decision-making processes.
4. Follow-Up Actions: Utilize the verification results to take necessary actions, such as confirming client registration, updating records, or flagging suspicious accounts for further review.

Integrating IdentityCheck with Vitally through Zapier enhances your customer success capabilities by embedding a comprehensive ID verification system directly within your workflow. This powerful combination ensures improved compliance, security, and efficiency.