About Qwilr

Qwilr is a powerful tool for creating interactive and visually engaging documents like proposals, quotes, and sales collateral. By transforming traditional documents into dynamic web pages, Qwilr helps businesses make a lasting impression on their clients and streamline communication processes.

Why Integrate IdentityCheck with Qwilr?

Integrating IdentityCheck with Qwilr via Zapier opens up numerous possibilities for users who require ID verification in their business processes. Whether you need to verify the identity of new clients, ensure compliance in a regulated industry, or simply streamline your verification process, IdentityCheck makes it easy to incorporate ID checks directly within your Qwilr documents.

Use Cases for ID Verification in Qwilr

• Onboarding new clients by verifying their identity in proposals or contracts.
• Ensuring compliance with industry regulations by including ID checks in official documents.
• Streamlining internal processes by automating the identity verification step.

Setting Up the Integration

Follow these steps to set up the integration between IdentityCheck and Qwilr using Zapier:

1. Sign up for a Zapier account if you don’t already have one.
2. Accept the invite to access the IdentityCheck app on Zapier.
3. Log into your Qwilr and IdentityCheck accounts separately to ensure you have access to all required permissions.
4. Go to your Zapier dashboard and click ‘Make a Zap’.
5. Choose Qwilr as your trigger app and select a trigger event, such as ‘New Document Published’.
6. Connect your Qwilr account to Zapier and authorize the connection.
7. Choose IdentityCheck as your action app and select an action, such as ‘Verify Identity’.
8. Connect your IdentityCheck account to Zapier and authorize the connection.
9. Configure the necessary fields and mapping to ensure data flows correctly from Qwilr to IdentityCheck.
10. Test your Zap to make sure everything works as expected.

How to Use the Integration

Once the integration is set up, using IdentityCheck with Qwilr is straightforward:

1. Create or update a document in Qwilr just as you normally would.
2. When your specified trigger event occurs (e.g., a new document is published), Zapier will automatically initiate the identity verification process using IdentityCheck.
3. The individual whose ID needs to be verified will receive a request for verification, and IdentityCheck will process their information.
4. Once the identity is verified, you can receive a notification or update within your Qwilr document or via another channel as configured in your Zapier settings.
5. Ensure all parties are informed and proceed with your business processes seamlessly.

By integrating IdentityCheck with Qwilr, you can significantly streamline your ID verification processes, improve compliance, and enhance overall operational efficiency.