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Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

How IdentityCheck works with Intaker

Integrating IdentityCheck with Intaker for Seamless ID Verifications

Intaker is a powerful tool designed to streamline the data intake process, helping businesses collect information quickly and accurately. By integrating with IdentityCheck, you can enhance your ID verification processes, ensuring that user information is validated and secure.

Enhance ID Verification with Intaker

IdentityCheck integrates seamlessly with Intaker, providing users with robust ID verification solutions. Here are some ways businesses can utilize this integration:

  • Onboarding New Clients: Use IdentityCheck to verify the identities of new clients during the onboarding process, ensuring compliance and security.
  • Automated Verification: Set up automation workflows with Intaker to trigger ID checks as soon as data is submitted, saving time and reducing manual effort.
  • Document Verification: Use IdentityCheck to validate documents uploaded by users, ensuring they match the provided ID information.

Setting Up the Integration

Follow these simple steps to set up IdentityCheck with Intaker using Zapier:

  1. Create Zapier Account: If you don’t already have a Zapier account, sign up at zapier.com.
  2. Connect Intaker: In your Zapier dashboard, click on “Make a Zap” and select Intaker as your trigger app. Follow the prompts to connect your Intaker account.
  3. Select Trigger Event: Choose the appropriate trigger event for Intaker, such as “New Submission” or “Updated Submission.”
  4. Connect IdentityCheck: Add Action and select IdentityCheck as the app for the action step. Connect your IdentityCheck account using the provided API key.
  5. Set Action Event: Choose the action event for IdentityCheck, such as “Verify ID” or “Validate Document.”
  6. Map Data Fields: Map the necessary data fields from Intaker to IdentityCheck to ensure correct information is passed for verification.
  7. Test and Activate: Test the Zap to make sure it works as expected. Once satisfied, activate your Zap.

Using the Integration for ID Verification

Once the integration is set up, using IdentityCheck with Intaker becomes straightforward:

  1. Collect Data: Use Intaker forms to collect user data including ID information.
  2. Automated ID Check: Once data is submitted, the trigger in your Zap will automatically initiate the ID verification process with IdentityCheck.
  3. Review Results: The results of the ID verification will be available in your IdentityCheck dashboard. You can also configure Intaker to notify you of the verification status or take additional actions based on the result.

This seamless integration ensures that your ID verification process is efficient, accurate, and secure. By combining the capabilities of Intaker and IdentityCheck, you can enhance the integrity of your data collection and validation efforts.

About Intaker
Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms