What is Wrike?

Wrike is a cloud-based project management software that enables teams to collaborate, plan projects, and track their progress. It offers a wide range of features such as task management, time tracking, project planning, and reporting. Wrike is designed to improve productivity and streamline workflows through its robust toolset, making it an ideal solution for businesses of all sizes.

How Wrike Users Can Benefit from ID Verification with IdentityCheck

Integrating IdentityCheck with Wrike can significantly streamline your workflow by automating the ID verification process during critical project stages. Here are some possible uses:

• Client Onboarding: Easily verify the identity of new clients to ensure compliance with regulatory requirements.
• Contractor Verification: Quickly and efficiently verify the identity of contractors and freelancers before project assignments.
• Team Collaboration: Enhance security by verifying the identity of team members before granting access to sensitive projects and documents.
• Vendor Management: Ensure that vendors and third-party service providers are who they claim to be, reducing risks associated with fraudulent activities.

How to Set Up IdentityCheck with Wrike Using Zapier

Follow these steps to set up the integration:

1. Create Accounts: Ensure you have active accounts on both Wrike and IdentityCheck. If not, sign up for the services.
2. Sign Up for Zapier: If you don’t already have a Zapier account, visit Zapier and sign up.
3. Create a New Zap: Log in to your Zapier account, click on “Make a Zap” to create a new Zap.
4. Select Wrike as Trigger App: Search for and select Wrike as your trigger app. Choose an appropriate trigger event, such as “New Task Created.”
5. Connect Wrike: Follow the prompts to connect your Wrike account to Zapier, granting necessary permissions.
6. Select IdentityCheck as Action App: Search for and select IdentityCheck as your action app in Zapier. Choose an action event, such as “Verify ID.”
7. Connect IdentityCheck: Connect your IdentityCheck account to Zapier and allow the necessary permissions.
8. Map Data: Map fields from Wrike to IdentityCheck to ensure information flows correctly between apps.
9. Test the Zap: Run a test to confirm that the integration works as expected.
10. Enable the Zap: Once satisfied with the setup, enable the Zap to activate the integration.

How to Use ID Verification in Wrike

Using the IdentityCheck integration with Wrike is straightforward. Here are the steps:

1. Create or Open a Task in Wrike: Go to your Wrike workspace and create a new task or open an existing one where ID verification is needed.
2. Trigger IdentityCheck: Based on the configured Zap, IdentityCheck will automatically initiate an ID verification process whenever the specified trigger event occurs.
3. Review the ID Verification Results: Results from IdentityCheck will be available in your designated Wrike task or a specified field, enabling you to quickly review and act upon them.
4. Take Action: Based on the verification results, proceed with your next steps in the project, such as onboarding, granting access, or starting work.

This integration helps you maintain a secure and compliant workflow, ensuring that only verified individuals gain access to your projects and data within Wrike.