Introducing Donorbox

Donorbox is a versatile and easy-to-use fundraising software that allows organizations to manage and accept donations effortlessly. Whether you’re a nonprofit, charity, school, or church, Donorbox helps you create customizable donation forms, making the donation process efficient and secure.

Using IdentityCheck for ID Verification

For Donorbox users, ensuring the identity of donors can be crucial, especially for high-value donations or when operating in regions with stringent regulatory requirements. This is where IdentityCheck comes in handy. IdentityCheck integrates seamlessly with Donorbox to confirm the identities of your donors, ensuring that donations are legitimate and reducing the risk of fraud.

Setting Up IdentityCheck with Donorbox

Follow these steps to set up IdentityCheck with Donorbox using Zapier:

1. Create Accounts: Ensure you have active accounts on Donorbox, IdentityCheck, and Zapier.
2. Log In to Zapier: Go to Zapier and log in to your account.
3. Create a New Zap: Click on “Make a Zap” to start the process.
4. Select Donorbox as Trigger App: Search for Donorbox and select it as the trigger app. Choose the specific trigger event, such as a “New Donation” occurring.
5. Connect Your Donorbox Account: Follow the prompts to link your Donorbox account to Zapier.
6. Set Up Trigger: Configure the specifics of the trigger event, including any filters such as donation amount or donor location.
7. Add Action App: Now select IdentityCheck as the action app. If you can’t find IdentityCheck, use Zapier’s Webhooks by Zapier to connect to IdentityCheck using an API request.
8. Configure Action: Set up the action to send donor details to IdentityCheck for ID verification. Fill in the necessary fields and map the required data from Donorbox to IdentityCheck.
9. Test Your Zap: Run a test to ensure that the trigger and action work correctly and that donor data is properly sent to IdentityCheck.
10. Turn on Your Zap: Once you are satisfied with the configuration, activate your Zap to start the ID verification process automatically.

How to Use IdentityCheck for Donorbox ID Verification

After setting up IdentityCheck with Donorbox via Zapier, using the integration is straightforward:

1. Receive Donations: Continue to receive donations through your usual Donorbox setup.
2. Automated ID Verification: Whenever a predefined condition is met, such as a new donation above a certain amount, the integration will automatically send the donor’s information to IdentityCheck for verification.
3. Review Verification Results: Log in to your IdentityCheck dashboard to review the verification results. You will be able to see if the donor’s ID has been verified successfully or if further action is needed.
4. Communicate with Donors: Based on the verification results, communicate with your donors accordingly. This might include following up for additional verification if required or thanking them for their verified donation.

Integrating IdentityCheck with Donorbox via Zapier simplifies the process of ensuring donor authenticity. This integration not only enhances security but also provides peace of mind knowing that your donations are legitimate and compliant with regulatory standards.