Introduction to Shortcut

Shortcut is a powerful project management tool that helps teams plan, build, and track their work. It offers intuitive project tracking, collaborations tools, and integrates seamlessly with a variety of applications to enhance productivity and workflow efficiency.

Integrating IdentityCheck with Shortcut

By integrating IdentityCheck with Shortcut through Zapier, you can streamline ID verification processes directly within your project management workflow. This integration is perfect for teams that require secure identity verification as part of their project tracking, onboarding processes, or other operational checks.

Possible Uses for Users of Shortcut for ID Checks

• Onboarding new team members while ensuring their identities are verified promptly.
• Adding an extra layer of security to sensitive projects by verifying the identity of users before granting access.
• Tracking ID verification status within your project management tasks to ensure compliance with company policies or regulatory requirements.

How to Set Up IdentityCheck Integration with Shortcut via Zapier

1. Create Accounts: Ensure you have active accounts on Shortcut, IdentityCheck, and Zapier.
2. Log in to Zapier: Visit Zapier and log in with your credentials.
3. Access Shortcut and IdentityCheck: In Zapier, search for Shortcut and IdentityCheck to locate the apps.
4. Create a Zap: Click on “Make a Zap” and set Shortcut as the trigger app. Choose a trigger event such as “New Story” or “Story Updated.”
5. Connect to Shortcut and IdentityCheck: Authenticate your Shortcut and IdentityCheck accounts within Zapier.
6. Set IdentityCheck as the Action App: Choose IdentityCheck as the action app and select an action event like “Initiate ID Verification.”
7. Map Fields: Map the necessary fields from Shortcut to IdentityCheck to transfer the required data for ID verification.
8. Test and Activate: Test the integration to ensure it works correctly and then activate your Zap.

How to Use the Integration

1. Create or Update a Story in Shortcut: Whenever a new story that requires ID verification is created or updated in Shortcut, the integration will automatically trigger the ID verification process in IdentityCheck.
2. Monitor Verification Status: Check the status of ongoing ID verifications directly within your Shortcut tasks. This ensures you are up to date with who has been verified.
3. Receive Notifications: Get real-time notifications in Shortcut upon successful verification or in case of a verification failure, allowing immediate action.
4. Review and Manage: Access detailed reports and logs for ID verification directly within IdentityCheck, providing comprehensive oversight of all verification processes initiated through Shortcut.

Integrating ID verification into your project management workflow via Shortcut and IdentityCheck ensures secure, efficient, and compliant operations. Set it up today to streamline your processes and safeguard your projects effectively.