What is Zendesk?

Zendesk is a customer service software and support ticketing system used by businesses to improve customer service, track, and manage customer inquiries, and streamline their support operations. With features like automated ticketing, knowledge bases, and reporting, Zendesk empowers support teams to provide efficient and effective service to their customers.

Uses of ID Verification in Zendesk

Integrating ID verification within Zendesk helps support teams verify the identity of customers quickly and securely. This is crucial for ensuring the legitimacy of users who are attempting to access sensitive information, make account changes, or perform high-risk transactions. Here are some practical applications of ID verification in Zendesk:

• Preventing unauthorized access to accounts
• Secure password resets
• Verifying customer identity for high-value transactions
• Enhanced fraud protection and risk management

Setting Up IdentityCheck with Zendesk

To integrate IdentityCheck with Zendesk using Zapier, follow these steps:

1. Log in to your Zapier account. If you don’t have one, sign up at zapier.com.
2. Once logged in, click on “Create Zap”.
3. Select Zendesk as the “Trigger App”. Choose a trigger event, such as “New Ticket” or “Ticket Updated”.
4. Connect your Zendesk account to Zapier by following the on-screen prompts.
5. Next, select IdentityCheck as the “Action App”.
6. Choose an action event such as “ID Verification” or “Start Verification Process”.
7. Connect your IdentityCheck account by entering the necessary API credentials.
8. Map the necessary fields from Zendesk to IdentityCheck to carry customer data from tickets to the ID verification process.
9. Test the Zap to ensure the integration works correctly.
10. Once tested, turn on your Zap to activate the integration.

How to Use ID Verification in Zendesk

Once you have set up IdentityCheck with Zendesk, using it is straightforward:

1. When a new customer support ticket is created in Zendesk, the trigger event will automatically initiate the ID verification process via IdentityCheck.
2. The customer receives a notification prompting them to complete the ID verification steps.
3. Once the customer completes the verification, IdentityCheck sends the verification results back to Zendesk.
4. The support agent can then review the results directly within Zendesk to confirm the customer’s identity before proceeding with sensitive transactions or actions.

Integrating ID verification within Zendesk streamlines the process of verifying customer identities and enhances the overall security of your support operations. With IdentityCheck and Zapier, you can create a seamless, automated workflow that protects both your customers and your business.