What is Tally?

Tally is an intuitive and straightforward form-building tool that empowers users to create forms for various purposes, including gathering data, conducting surveys, and managing registrations. It seamlessly integrates with numerous applications, making it easy to automate workflows and streamline data collection processes.

Why Perform ID Verification for Tally Users?

Integrating IdentityCheck with Tally provides an essential layer of security for users who require rigorous ID verification. Here are some practical scenarios:

• Event Registration: Ensure that individuals signing up for exclusive events are verified.
• Secure Surveys: Confirm the identity of respondents to maintain integrity in sensitive data collection.
• Membership Sign-Up: Verify identities for access to memberships or gated content.

How to Set Up IdentityCheck with Tally via Zapier

Connecting IdentityCheck with Tally through Zapier is a straightforward process. Follow these steps to set up the integration:

1. Create Accounts: Ensure you have active accounts with Tally, IdentityCheck, and Zapier.
2. Log In to Zapier: Go to Zapier and log in to your account.
3. Connect Apps: In Zapier, click on “Make a Zap” and select Tally as the trigger app. Choose the trigger event that suits your needs (e.g., “New Submission”).
4. Connect Tally: Follow the prompts to sign in to your Tally account and authorize Zapier to access it.
5. Add IdentityCheck Action: Select IdentityCheck as the action app for the Zap. Choose the action event, such as “Verify ID”.
6. Connect IdentityCheck: Sign in to IdentityCheck and authorize Zapier to access it. Map the necessary form data from Tally to the ID verification fields in IdentityCheck.
7. Test & Activate: Test the Zap to ensure the integration works correctly. Once confirmed, turn on the Zap to automate the ID verification process.

How to Use ID Verification with Tally

Once the integration is set up, using the ID verification feature through Tally becomes an automated and seamless process:

1. Create Your Form: Design a form in Tally for the purpose you’re targeting (e.g., event registration).
2. Collect Submissions: Participants will fill out the form, providing necessary information for ID verification.
3. Automate Verification: As soon as a submission is completed, the integration through Zapier triggers an ID verification in IdentityCheck.
4. Receive Verified Data: View the verification results directly in IdentityCheck, ensuring that all participants are authenticated before proceeding further.

Incorporating a robust layer of ID verification through IdentityCheck enhances the security and integrity of the information collected through Tally, making it a valuable integration for users requiring an extra level of trust and confirmation.