About Pipefy

Pipefy is an intuitive process management and automation platform that enables businesses to create, streamline, and monitor workflows without any coding skills. From customer onboarding to HR management, Pipefy integrates with multiple tools to ensure smooth operations and improved efficiency.

Possible Uses of ID Verification for Pipefy Users

For businesses using Pipefy, integrating IdentityCheck can significantly enhance the security and reliability of various processes. Here are a few practical applications:

• Customer Onboarding: Easily verify identities during the onboarding process to ensure authenticity and reduce fraud risks.
• HR Management: Verify candidate identities during recruitment to ensure all information is accurate and valid.
• Vendor Management: Screen and verify the identities of new vendors or partners to maintain business integrity.

Setting Up IdentityCheck with Pipefy via Zapier

Follow these steps to integrate IdentityCheck with Pipefy using Zapier:

1. Create accounts on both IdentityCheck and Zapier if you don’t have them already.
2. Go to Zapier’s Pipefy Integrations page.
3. Click on “Connect a New Account” and authenticate your Pipefy account by following the prompts.
4. Search for “IdentityCheck” in the search bar and click to connect your IdentityCheck account.
5. Set up a new Zap by clicking on “Make a Zap” and choosing Pipefy as the trigger app.
6. Configure the trigger event in Pipefy that will initiate the ID verification process. This can be a new card creation, form submission, or any other relevant trigger.
7. Set IdentityCheck as the action app and configure the action to perform ID verification.
8. Map the required fields from Pipefy to IdentityCheck to ensure the data flows correctly.
9. Test your Zap to ensure it’s working correctly and turn it on.

Using IdentityCheck within Pipefy

Once set up, you’re ready to start using ID verification within your Pipefy workflows:

1. Navigate to the specific Pipefy process where you’ve integrated IdentityCheck.
2. Trigger the ID verification process by performing the configured action, such as submitting a form or creating a new card.
3. IdentityCheck will process the verification in real time, and you’ll receive the verification results directly within your Pipefy interface.
4. Take any necessary actions based on the verification results, such as approving a customer, moving a candidate to the next recruitment stage, or onboarding a vendor.

By integrating IdentityCheck into your Pipefy workflows via Zapier, you can automate and streamline your ID verification processes, ensuring enhanced security and efficiency.