About Printavo

Printavo is an all-in-one management software designed for print shops to streamline their workflow. It aids in organizing orders, scheduling, invoicing, and overall business management, helping print shops operate more efficiently.

Uses for ID Verification with Printavo Users

Utilizing ID verification can benefit Printavo users in multiple ways:

• Ensuring customer identity for secure transactions
• Expediting the onboarding process for new clients
• Reducing fraud by verifying customer IDs before processing large orders

Setting Up IdentityCheck with Zapier for Printavo

1. Sign Up: Ensure you have active accounts on IdentityCheck, Printavo, and Zapier.
2. Create a New Zap: Log in to your Zapier account and create a new Zap by clicking on the “Make a Zap!” button.
3. Select Printavo Trigger: Choose Printavo as the trigger app and select a trigger event such as “New Order” or “New Customer.” Follow the prompts to link your Printavo account and set up the desired trigger.
4. Set Up IdentityCheck Action: Choose IdentityCheck as the action app and select an action event such as “Verify ID.” Connect your IdentityCheck account if you haven’t already and configure the action parameters, including customer information required for verification.
5. Test the Zap: Conduct a test to ensure the integration works correctly by running a sample order or customer through the workflow.
6. Activate Your Zap: Once testing is successful, activate your Zap to put the integration into effect.

How to Use ID Verification with Printavo via IdentityCheck

After setting up the integration, using ID verification with Printavo becomes seamless:

1. Receive New Orders: When a new order or customer is added to Printavo, the ID verification process will initiate automatically via Zapier.
2. Verify Customer IDs: IdentityCheck will handle the ID verification using the parameters you set during setup. Customers will receive a prompt to verify their identity.
3. Receive Verification Results: The verification status will be updated in IdentityCheck. You can optionally set up notifications or follow-up actions in Zapier based on the verification outcome.
4. Secure Transactions: Proceed with the order processing or customer onboarding in Printavo after successful ID verification, ensuring all transactions are secure and authenticated.

Integrating IdentityCheck with Printavo through Zapier not only enhances security but also streamlines your workflow, allowing you to focus on growing your business while ensuring each transaction is safely verified.