JobTread is a comprehensive construction management software designed to streamline your project workflows from start to finish. It allows users to manage bids, budgets, schedules, and client interactions efficiently. By integrating IdentityCheck with JobTread, you can add robust ID verification processes into your existing workflows, enhancing security and compliance.
Use Cases for ID Verification in JobTread
IdentityCheck can be beneficial for various scenarios when integrated with JobTread:
- Employee Onboarding: Rapidly verify the identities of new hires to ensure compliance with industry regulations.
- Subcontractor Verification: Confirm the legitimacy of subcontractors before commencing any project-related activities.
- Client Authentication: Verify the identity of clients to secure sensitive project information and communications.
How to Set Up IdentityCheck with JobTread via Zapier
Follow these steps to integrate IdentityCheck with JobTread using Zapier:
- Create accounts on both IdentityCheck and JobTread if you haven’t done so already.
- Log into your Zapier account.
- Click on “Make a Zap” in the dashboard.
- Search for and select “JobTread” as your trigger app.
- Choose a specific trigger action, such as “New Project” or “New Employee”.
- Connect your JobTread account to Zapier by following the on-screen prompts.
- Next, select “IdentityCheck” as your action app.
- Choose the specific action you want IdentityCheck to perform, such as “Verify ID”.
- Link your IdentityCheck account to Zapier by providing the necessary API details.
- Test the integration to ensure it works as expected.
- Click “Finish” and give your Zap a name.
How to Use ID Verification with JobTread
Once you’ve set up the integration, using IdentityCheck within JobTread becomes intuitive:
- Log in to your JobTread account.
- Navigate to the section where you’ve set the trigger (e.g., the employee onboarding page).
- Complete the trigger action, such as adding a new employee.
- IdentityCheck will automatically be prompted to verify the ID based on the integration settings.
- You will receive verification results within JobTread, ensuring that all workflow steps are compliant and secure.