Get started

KYC Integration Finder

d7d6bc4f40aa371775e00f46497bcc47 2

MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

How IdentityCheck works with MeisterTask

MeisterTask: A Streamlined Task Management Solution

MeisterTask is a collaborative task and project management tool designed to streamline workflows and enhance team productivity. With its intuitive Kanban-style project boards, users can efficiently manage tasks, track progress, and collaborate in real-time.

Why Combine MeisterTask with ID Verification?

Integrating ID verification into MeisterTask opens up a new dimension of security and efficiency. Here are some scenarios where users might benefit:

  • Onboarding: Verify the identities of new team members or freelancers quickly and securely.
  • Compliance: Ensure regulatory compliance by validating user details during sensitive projects.
  • Client Verification: Confirm the identity of new clients before proceeding with high-stakes projects.
  • Access Control: Securely manage access to critical project information.

How to Set Up the MeisterTask Integration with IdentityCheck

  1. Sign Up: Register for accounts on both IdentityCheck and Zapier if you haven’t already.
  2. Connect IdentityCheck to Zapier:
    1. Log into Zapier and click ‘Make a Zap’.
    2. Search for IdentityCheck and select it as your trigger app.
    3. Follow the prompts to connect your IdentityCheck account, providing your API key if necessary.
  3. Connect MeisterTask to Zapier:
    1. Search for MeisterTask and select it as your action app.
    2. Log into your MeisterTask account within Zapier.
  4. Create a Trigger:
    1. Select an IdentityCheck event like ‘New Identity Verified’ to initiate the workflow.
  5. Create an Action:
    1. Choose an action in MeisterTask such as ‘Create Task’ or ‘Add Attachment’ to automatically update your project with ID verification details.
  6. Test Your Zap: Test your Zap to ensure everything works smoothly. Click ‘Turn on Zap’ when you’re satisfied with the setup.

How to Use IdentityCheck with MeisterTask

  1. Start a New Project: Begin by setting up a new project in MeisterTask as you normally would, and define your tasks and workflow.
  2. Automate ID Verification: Whenever a trigger event (e.g., new team member or client onboarding) occurs in your project, IdentityCheck will automatically run an ID verification.
  3. Review Verification Details: Verified ID details will be added as a task or attachment in the relevant project board within MeisterTask. This ensures quick access and verifiable records right where you need them.
  4. Monitor & Manage: Continuously track and manage your team and project with added confidence in your collaborators’ verified identities, facilitating seamless and secure project execution.

Combining MeisterTask with IdentityCheck offers a powerful way to enhance project security and maintain regulatory compliance effortlessly. Simplify your task management and ID verification processes today!

About MeisterTask
MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.