Ignition Overview

Ignition is a powerful proposal and client engagement tool designed to automate and enhance your client onboarding experiences. With Ignition, you can streamline proposals, payments, and workflow, all in one seamless platform. It’s an essential tool for businesses that need to efficiently manage their client interactions and transactions.

Possible Uses for ID Verification with Ignition

Integrating IdentityCheck with Ignition can provide numerous benefits for businesses needing ID verification. Here are some possible uses:

• Enhance client onboarding by quickly verifying the identities of new clients during the proposal stage.
• Ensure compliance with identity verification requirements, especially for industries like finance, healthcare, and legal services.
• Reduce the risk of fraud by verifying that clients are who they say they are before proceeding with transactions.
• Streamline the client approval process with automated ID checks, saving time and reducing manual paperwork.

Setting Up IdentityCheck with Ignition on Zapier

Setting up IdentityCheck to integrate with Ignition via Zapier is straightforward. Follow these steps:

1. Log in to your Zapier account. If you don’t have one, sign up at zapier.com.
2. Click on the “Make a Zap” button to create a new Zap.
3. For the trigger app, select Ignition and choose the appropriate trigger event, such as “New Proposal Created.”
4. Connect your Ignition account to Zapier if you haven’t done so already.
5. For the action app, search for and select IdentityCheck.
6. Choose the action event, such as “Verify ID.”
7. Connect your IdentityCheck account to Zapier if needed.
8. Map the data from Ignition to the corresponding fields in IdentityCheck.
9. Test your Zap to ensure it’s working correctly.
10. Once confirmed, turn on your Zap to activate the integration.

Using IdentityCheck with Ignition

Once your Zap is active, using IdentityCheck with Ignition is simple:

1. When a new proposal is created in Ignition that requires ID verification, the trigger you set will activate the Zap.
2. IdentityCheck will automatically initiate the ID verification process using the client information provided in the proposal.
3. You will receive a notification once the ID verification process is complete.
4. The verified status can then be used to proceed with the client’s proposal and subsequent steps.

Integrating IdentityCheck with Ignition via Zapier ensures that your ID verification process is seamless and automated, allowing you to focus on building strong client relationships and growing your business.