Copilot Overview

Copilot is a robust project management tool that helps teams streamline their operations and manage tasks efficiently. It boasts a variety of features like task management, client portals, and time tracking, making it an indispensable tool for businesses looking to increase productivity and improve team collaboration.

Uses for Copilot Users for ID Verification

Integrating IdentityCheck with Copilot can bring several advantages for users who need to perform ID verification as part of their workflow. Here are some possible uses:

• Client Onboarding: Utilize IdentityCheck during the client onboarding process to verify the identities of new clients seamlessly.
• Employee Verification: Ensure that the identities of new employees or contractors are verified before granting access to internal resources.
• User Account Management: Perform periodic ID verification for existing users to maintain up-to-date records and enhance security.
• Fraud Prevention: Regularly verify identities to prevent fraudulent activities and ensure the integrity of your Copilot workspace.

How to Set Up IdentityCheck with Copilot Integration

Setting up the IdentityCheck integration with Copilot through Zapier is straightforward. Follow the steps below:

1. Create Accounts: Ensure that you have active accounts on IdentityCheck, Copilot, and Zapier.
2. Login to Zapier: Navigate to Zapier and log in with your credentials.
3. Connect Apps: In your Zapier dashboard, connect both IdentityCheck and Copilot to your Zapier account by following the prompts.
4. Create a Zap: Initiate a new Zap by clicking the “Make a Zap” button.
5. Select Trigger App: Choose Copilot as the trigger app and select an appropriate trigger event such as “New Task”.
6. Set Up Trigger: Configure the trigger by selecting the Copilot account and project where you want the trigger event to occur.
7. Select Action App: Choose IdentityCheck as the action app and select an action like “Verify ID”.
8. Set Up Action: Configure the action by mapping the necessary fields from Copilot to IdentityCheck for ID verification.
9. Test and Activate: Test your Zap to ensure it works correctly, then activate it to start automating the ID verification process.

How to Use ID Verification with Copilot

Once you’ve set up the integration, using IdentityCheck within Copilot becomes a seamless part of your workflow. Here’s how you can make the most out of it:

• Trigger ID Verification Automatically: Whenever a new task is created in Copilot (such as adding a new client), an automatic ID verification request will be sent to IdentityCheck.
• Monitor Verification Status: Check the status of ID verifications within Copilot to ensure that all necessary verification processes are completed promptly.
• Integrate with Other Apps: Leverage Zapier to integrate IdentityCheck and Copilot with other apps you use, creating a more comprehensive and automated workflow.
• Customize Triggers and Actions: Tailor the triggers and actions in Zapier to fit your specific needs, enhancing the flexibility and functionality of your ID verification processes.

By integrating IdentityCheck with Copilot via Zapier, you can automate and streamline your ID verification process, saving time and reducing manual efforts. This integration is particularly valuable for businesses that require regular and secure ID checks as part of their operations.