What is Bonsai?

Bonsai is a comprehensive suite designed for freelancers and small businesses to manage their client relationships more effectively. This platform offers tools for contract creation, proposal generation, time tracking, invoicing, and expense management. By streamlining your work processes, Bonsai helps save time and maintain professionalism.

Uses of ID Verification for Users of Bonsai

For users of Bonsai, incorporating ID verification can enhance trust and security. Here are some potential uses:

• Ensuring Authenticity: Verify the identity of clients and collaborators before initiating projects to ensure authenticity and trustworthiness.
• Contract Security: Use ID verification to add an extra layer of security when finalizing contracts and agreements.
• Payment Protection: Confirm the identity of clients before processing high-value transactions or payments to mitigate the risk of fraud.

Setting Up IdentityCheck with Bonsai via Zapier

Follow these simple steps to integrate IdentityCheck with Bonsai using Zapier:

1. Log in to Zapier: Go to the Zapier website and log in to your account or sign up if you don’t have one.
2. Create a New Zap: Click on the “Make a Zap” button to start the integration process.
3. Select Bonsai as Your Trigger App: Choose Bonsai from the list of available applications and set up your desired trigger event, such as “New Client” or “Contract Signed.”
4. Choose IdentityCheck as Your Action App: Select IdentityCheck from the list of action applications. Configure the action to initiate an ID verification process based on the Bonsai trigger event.
5. Connect Your Accounts: Link your Bonsai and IdentityCheck accounts to Zapier by following the on-screen instructions and granting the necessary permissions.
6. Test Your Zap: Test the integration by running a sample trigger event in Bonsai and ensuring that IdentityCheck performs the desired ID verification action.
7. Turn on Your Zap: Once everything is set up and tested, turn on your Zap to activate the integration.

Using ID Verification in Bonsai

Once IdentityCheck is successfully integrated with Bonsai, you can use ID verification to streamline your workflow and enhance security. Here’s how:

1. Monitor Trigger Events: Keep an eye on the trigger events you’ve set up in Bonsai, such as new client additions or contract signings.
2. Automated ID Verification: When a trigger event occurs, IdentityCheck automatically initiates the ID verification process, saving you time and ensuring a seamless experience.
3. Review Verification Results: Access the ID verification results directly within IdentityCheck or Bonsai, depending on the integration setup, and take necessary actions based on the outcome.

By leveraging ID verification, Bonsai users can enhance their client interactions and ensure a higher level of security and trustworthiness in their business relationships.