Formstack Documents is a powerful document generation tool that allows businesses to seamlessly create and automate documents. From contracts and invoices to event tickets and application forms, Formstack Documents can handle it all. By integrating Formstack Documents with IdentityCheck through Zapier, users can automate ID verification processes, ensuring secure and efficient user verification workflows.

Why Use Formstack Documents for ID Verification?

Integrating IdentityCheck with Formstack Documents offers numerous benefits for organizations needing reliable ID verification. This integration enables you to:

• Automate the generation of documents requiring verified identification
• Streamline the onboarding process for new clients or employees
• Enhance security by ensuring that all documentation is accompanied by verified ID
• Save time and reduce human error by automating repetitive processes

Steps to Set Up Integration

To set up the integration between IdentityCheck and Formstack Documents using Zapier, follow these steps:

1. Log in to your Zapier account or sign up if you don’t have one.
2. Click on “Make a Zap” in the top right corner.
3. In the “Trigger” section, search for and select “Formstack Documents”. Choose the trigger event that suits your needs and connect your Formstack Documents account.
4. Set up the trigger by selecting the document and other configurations required.
5. In the “Action” section, search for “IdentityCheck” and select it. Choose the action event, such as ID verification request, and connect your IdentityCheck account.
6. Map the necessary fields from Formstack Documents to IdentityCheck. This typically involves mapping fields like name, date of birth, and ID number.
7. Test the Zap to ensure everything works correctly, then turn it on.

How to Use the Integration

After setting up the integration, using it for ID verification with Formstack Documents is straightforward:

1. Generate a document using Formstack Documents as you normally would. Ensure that the fields necessary for ID verification are included.
2. Once the document is generated, the integration with IdentityCheck will automatically trigger an ID verification request based on the data provided.
3. IdentityCheck will process the verification and, depending on your configuration, will store the verification status or update the document with the verification results.
4. You can review the ID verification results directly within your Formstack Documents or IdentityCheck dashboard.

By integrating Formstack Documents with IdentityCheck through Zapier, you can significantly streamline your ID verification processes, making them more efficient, accurate, and secure. Start setting up this integration today to harness the full potential of automated ID verification in your workflows.