Introduction to Accelo

Accelo is a powerful project management and client work platform designed to help businesses streamline their operations and improve their workflow efficiency. It offers functionalities such as task management, time tracking, client communication, and billing, making it a robust tool for service-based professionals.

Using ID Verification with Accelo

For users of Accelo, integrating IdentityCheck through Zapier can add an extra layer of security and compliance to your operations, especially when handling sensitive client information. Some possible uses include:

• Client Onboarding: Verify new clients' identities to ensure they are who they claim to be before commencing work.
• Secure Access: Confirm the identity of users accessing sensitive project information.
• Compliance: Ensure your business complies with KYC (Know Your Customer) regulations by verifying the identities of all your clients.

How to Set Up IdentityCheck with Accelo via Zapier

1. Create Accounts: Ensure you have active accounts on Accelo, IdentityCheck, and Zapier.
2. Log In: Sign in to your Zapier account.
3. Choose a Trigger: In Zapier, click on 'Make a Zap' and set Accelo as the Trigger app. Select the specific trigger event that will initiate the ID verification process (e.g., 'New Client Added').
4. Connect Accounts: Follow the prompts to connect your Accelo account to Zapier.
5. Select an Action App: Choose IdentityCheck as the Action app. Select the action event (e.g., 'Perform ID Verification').
6. Configure Action: Map the fields from Accelo that will be used for the ID verification process in IdentityCheck.
7. Test the Zap: Run a test to ensure the integration works correctly and that IdentityCheck receives the necessary information from Accelo.
8. Turn On the Zap: Once verified, turn on your Zap to activate the integration.

How to Use IdentityCheck with Accelo

After setting up the integration, using ID Verification within Accelo becomes straightforward:

• Add New Client: When a new client is added to Accelo, the integration will automatically trigger an ID verification request via IdentityCheck.
• Verify Results: Check the ID verification results within Accelo or IdentityCheck to confirm the client's identity.
• Take Action: Based on the verification results, proceed with secure activities such as granting access or starting projects.

This seamless integration helps businesses ensure their client's identities are verified, providing added security and compliance.

Conclusion

Enhance your Accelo experience by integrating it with IdentityCheck through Zapier. This integration automates ID verification, making your client onboarding and project management processes more secure and efficient.