Introduction

Welcome to a streamlined collaboration with IdentityCheck and Zixflow, your all-in-one workspace designed to help you drive success. With Zixflow, you can craft your own CRM, automate workflows, and engage seamlessly via email, SMS, or WhatsApp. Layering IdentityCheck on top, enhance your compliance workflows through efficient ID verification, creating a cohesive and secure environment for your business needs.

Why Connect IdentityCheck to Zixflow

Integrating IdentityCheck with Zixflow offers several compelling benefits. Enhance your CRM capabilities with robust identity verification, ensuring each contact in your database is legitimate. Streamline workflow automation by integrating ID checks directly into your processes, reducing manual effort and increasing speed. Communication channels such as email and SMS can include automated KYC checks, providing a seamless experience. One example of the impact of such integration is seen with Guardian Tax Solutions, who dramatically reduced their onboarding time by 90% with IdentityCheck. Read more about this success story here.

Setting Up the Integration

1. Log in to your Zixflow account and navigate to the integrations page.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen instructions to authenticate and connect IdentityCheck with Zixflow.
4. Map the required fields between the two platforms for seamless data synchronization.
5. Test the integration with a sample ID verification to ensure everything is functioning correctly.
6. Launch the integration to start utilizing IdentityCheck within your Zixflow environment.

How It Works in Zixflow

Once integrated, IdentityCheck seamlessly embeds within your existing Zixflow applications. For example, when you initiate a workflow for onboarding new clients, an automated KYC check using IdentityCheck ensures each client’s identity is verified without leaving the Zixflow interface. This not only speeds up the process but also enhances accuracy and security.

Frequently Asked Questions

How is data stored during the ID verification process?

All data is securely stored in compliance with data protection regulations, ensuring customer privacy is maintained.

Can I customize the ID verification requirements?

Yes, the verification criteria can be tailored to meet your specific compliance needs and risk profiles.

What happens if an identity check is incomplete?

If an ID verification is incomplete, it will be flagged for follow-up, ensuring no process is left unattended.

Final Thoughts

Integrating IdentityCheck with Zixflow is a strategic move towards enhanced operational efficiency and security. Through this integration, you engage clients with confidence, knowing each ID verification forms a reliable foundation for trust and compliance.