GoProposal Integration with IdentityCheck

GoProposal is a powerful proposal management solution that helps businesses streamline their client onboarding and proposal processes. With robust features including pricing, proposals, and engagement letters, it ensures that your practice runs efficiently and profitably. For users of GoProposal looking to enhance their ID verification process, IdentityCheck provides a seamless integration via Zapier.

Why Use IdentityCheck for GoProposal?

Integrating IdentityCheck with GoProposal enables you to perform essential ID verification tasks swiftly and securely directly from your proposal management platform. This integration helps businesses maintain compliance, avoid fraud, and ensure the authenticity of their clients, thus making the onboarding process smooth and secure.

Possible Uses for ID Verification in GoProposal

• Verify the identity of new clients during the onboarding process.
• Ensure compliance with KYC (Know Your Customer) regulations and reduce fraud risks.
• Streamline the verification process and minimize manual entry errors.
• Automatically trigger ID checks when a new proposal is accepted.

Setting Up the Integration

Follow these steps to integrate IdentityCheck with GoProposal using Zapier:

1. Create accounts on both IdentityCheck and Zapier if you don’t already have them.
2. Log in to your Zapier account and click on “Make a Zap.”
3. Search for “GoProposal” in the trigger app section and select it.
4. Choose the appropriate trigger event, such as “New Proposal Accepted.”
5. Connect your GoProposal account to Zapier and select the specific trigger criteria.
6. Next, search for “IdentityCheck” in the action app section and select it.
7. Choose the action event, such as “Perform ID Verification.”
8. Connect your IdentityCheck account to Zapier.
9. Map the required fields from GoProposal to IdentityCheck.
10. Test your Zap to ensure it works correctly.
11. Once tested successfully, activate your Zap.

How to Use the Integration

Using the integration to perform ID verification in GoProposal is straightforward:

1. Once the integration is set up, create a new proposal or update an existing one in GoProposal.
2. When the proposal status changes as per your configured trigger (e.g., it gets accepted), Zapier will automatically initiate an ID verification request via IdentityCheck.
3. IdentityCheck will process the ID verification based on the information provided.
4. The results of the ID verification can be viewed within IdentityCheck, and relevant updates can be reflected back in GoProposal if configured.

This integration allows you to ensure that every client you onboard through GoProposal is verified, helping you maintain high standards of security and compliance effortlessly.