Understanding RoundPie

RoundPie is a versatile software application designed to streamline customer engagement and data collection. It’s a popular tool for businesses that need to gather information efficiently from users with minimal hassle. Whether you’re running a marketing campaign, conducting surveys, or managing event registrations, RoundPie simplifies these tasks.

Uses for RoundPie Users with ID Verification

Integrating RoundPie with an ID verification service like IdentityCheck can bring numerous benefits:

• Customer Onboarding: Quickly verify the identities of new customers during the signup process.
• Access Control: Ensure secure access to your services by verifying user identities in real-time.
• Compliance: Meet regulatory requirements by implementing reliable ID verification measures.
• Fraud Prevention: Reduce the risk of identity fraud and protect your business from malicious activities.

Setting Up IdentityCheck with RoundPie

Integrating IdentityCheck with RoundPie via Zapier is straightforward. Follow these steps to set it up:

1. Create Accounts: Ensure you have active accounts on RoundPie, IdentityCheck, and Zapier.
2. Login to Zapier: Visit Zapier and log in to your account.
3. Start a New Zap: Click on “Make a Zap” to create a new Zap.
4. Select RoundPie: Choose RoundPie as the Trigger app and select an appropriate Trigger event (e.g., “New Form Submission”).
5. Connect RoundPie Account: Log in to your RoundPie account through Zapier to link it.
6. Action Event: Choose IdentityCheck as the Action app.
7. Select Action Event: Pick the ID verification task you want to perform (e.g., “Verify ID”).
8. Connect IdentityCheck Account: Log in to your IdentityCheck account through Zapier.
9. Map Data: Map the form data fields from RoundPie to the corresponding fields in IdentityCheck.
10. Test: Test the Zap to ensure it works correctly.
11. Activate the Zap: Once tested, turn on the Zap to activate it.

Using the Integration for ID Verification

Once the integration is set up, using it becomes seamless:

• Form Submission: When a user completes a form on RoundPie, their data is immediately sent to IdentityCheck.
• ID Verification: IdentityCheck processes the information and verifies the user’s identity in real-time.
• Notifications: You receive a notification upon successful verification, allowing you to take the next steps.
• Data Management: All verified identities are stored securely, ensuring easy compliance and auditing.

Integrating IdentityCheck with RoundPie through Zapier enhances your operations by ensuring secure and efficient ID verification. Start leveraging this powerful integration today to streamline your workflows and protect your business.