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KYC Integration Finder

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Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

How IdentityCheck works with Ortto

Ortto:
Ortto is a predictive customer data platform (CDP) that enables businesses to build targeted marketing campaigns based on real-time customer behavior and insights. With Ortto, organizations can engage their audience, nurture leads, and effectively convert them into loyal customers through streamlined communication and personalized experiences.

Enhancing Ortto with ID Verification:
Integrating IdentityCheck with Ortto can greatly enhance your ability to perform ID verifications. This integration facilitates seamless authenticity checks, ensuring only legitimate users complete transactions or change sensitive information. Here’s how combining these powerful tools can help your business:

  • Automate ID checks during customer onboarding.
  • Ensure compliance with KYC (Know Your Customer) regulations.
  • Reduce fraud by verifying the identity of users before processing sensitive transactions.
  • Improve customer trust with robust and transparent identity verification processes.

Setting Up the Integration:
Follow these steps to set up IdentityCheck with Ortto via Zapier:

  1. Sign Up on Zapier: If you don’t already have a Zapier account, sign up at Zapier.
  2. Connect Ortto: Log in to Zapier and navigate to the My Apps section. Search for Ortto and connect it by following the authentication prompts.
  3. Connect IdentityCheck: Similarly, search for IdentityCheck in My Apps and connect it by providing the required authentication information.
  4. Create a Zap: In Zapier, click on the “Make a Zap” button to start creating your workflow.
  5. Select Trigger App: Choose Ortto as your trigger app and select the appropriate trigger event (e.g., new lead, new customer).
  6. Select Action App: Set IdentityCheck as your action app and configure the corresponding action (e.g., initiate ID verification).
  7. Set Up Action Template: Map the fields from Ortto to IdentityCheck to ensure the necessary data is passed correctly.
  8. Test and Activate: Test your Zap to ensure it functions correctly, then turn it on to start automating your ID verification process.

Using the Integration:
Once set up, using the IdentityCheck integration with Ortto is straightforward. Here are the typical steps you would follow:

  1. Trigger the Workflow: A specific event in Ortto, such as a new customer sign-up, will automatically trigger IdentityCheck.
  2. Identity Verification: IdentityCheck will carry out the ID verification process using the data provided by Ortto.
  3. Status Update: The results of the verification will be sent back to Ortto, where you can utilize this information for further actions within your workflow, such as sending personalized messages or updating customer profiles.

By integrating IdentityCheck with Ortto, you are ensuring efficient and secure ID verification processes that enhance data accuracy, reduce risk, and streamline customer management within your enterprise. Embrace this powerful combination to elevate your business operations and customer trust.

About Ortto
Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.