What is Docupilot?

Docupilot is a powerful document automation tool designed to streamline your document creation process. With Docupilot, you can create, edit, and manage documents using customizable templates, and automate the entire document workflow. From generating contracts to automating invoices, Docupilot makes document management seamless and efficient.

Using Docupilot for ID Verification

If you’re looking for a seamless way to integrate ID verification into your document workflows, IdentityCheck can be a valuable addition to your Docupilot setup. Whether you’re onboarding new employees, verifying customer identities, or managing compliance, Docupilot paired with IdentityCheck simplifies the verification process.

Setting Up IdentityCheck with Docupilot

Integrating IdentityCheck with Docupilot via Zapier is straightforward. Follow these steps to get started:

1. Sign up for accounts with IdentityCheck and Zapier if you haven’t already.
2. Log in to your Zapier account and navigate to the “Zap” creation page.
3. Select Docupilot as the trigger app. Choose the specific trigger event, such as ‘New Document Created’.
4. Connect your Docupilot account to Zapier by following the prompts to enter your API key and other required details.
5. For the action app, select IdentityCheck. Choose the action event that best suits your needs, such as ‘Start ID Verification’.
6. Connect your IdentityCheck account to Zapier by providing the necessary authentication details.
7. Map the fields from Docupilot to IdentityCheck to ensure the right data is passed between the apps.
8. Test your Zap to make sure everything is configured correctly.
9. Turn on your Zap and start automating your ID verification processes!

Using IdentityCheck with Docupilot

Once set up, using IdentityCheck with Docupilot is seamless:

• Whenever a new document is created in Docupilot, it triggers the IdentityCheck verification process.
• The verification data collected by IdentityCheck is automatically updated in your Docupilot records.
• Get real-time updates on the verification status directly within your workflows.
• Ensure compliance and accuracy without manual intervention, saving time and reducing errors.

With IdentityCheck and Docupilot working together, you can automate ID verification effortlessly, making your document management process more robust and efficient.