About GetAccept

GetAccept is an all-in-one digital sales platform that empowers sales teams to streamline their workflows and improve their close rates. With features such as eSigning, document tracking, and video messaging, GetAccept ensures that sales professionals can manage their deals more effectively and create engaging, personalized experiences for their clients.

Why Integrate IdentityCheck with GetAccept for ID Verification

Integrating IdentityCheck with GetAccept adds a powerful layer of security and compliance to your sales process by enabling seamless ID verification. This integration is perfect for scenarios where verifying the identity of signatories is crucial, such as in high-value contracts, legal agreements, and compliance-heavy industries. It not only ensures that you know precisely who is signing your documents but also adds a layer of trust and legitimacy to your business processes.

Possible Uses for ID Verification with GetAccept and IdentityCheck

• Verifying the identity of stakeholders in high-value sales contracts.
• Ensuring compliance for legally binding agreements requiring secure ID verification.
• Enhancing trust by confirming the identities of clients in remote transactions.
• Protecting sensitive information by ensuring only verified individuals can access documents.

How to Set Up IdentityCheck Integration with GetAccept

1. Navigate to the Zapier website and log into your account.
2. Search for the IdentityCheck app and the GetAccept app within Zapier’s integration directory.
3. Click on the option to create a new Zap and select IdentityCheck as the trigger app.
4. Choose the specific trigger event from IdentityCheck that will initiate the Zap.
5. Configure any necessary settings and connect your IdentityCheck account to Zapier.
6. Select GetAccept as the action app and choose the corresponding action you want to occur, such as sending a document for eSigning upon successful ID verification.
7. Connect your GetAccept account to Zapier and complete the setup by mapping the fields between IdentityCheck and GetAccept as necessary.

Once the Zap is created and activated, you can automate ID verification processes within your GetAccept workflow seamlessly.

How to Use IdentityCheck for ID Verification in GetAccept

1. After setting up the Zap, start by initiating an ID verification process through IdentityCheck.
2. Once the ID verification is complete, the Zap will trigger the corresponding action in GetAccept.
3. GetAccept will then proceed with the specified action such as sending an eSigning request, based on the verified identity information.
4. Monitor the status and outcomes through your GetAccept dashboard to ensure the process runs smoothly.
5. Utilize the integration’s logs and reports to verify successful execution and troubleshoot any potential issues.

This streamlined process ensures your sales documents are signed by the right individuals, enhancing security and compliance in your digital transactions.