Clay is a powerful tool that helps businesses automate workflows, connect apps, and manage their customer relationships effectively. With its versatility, Clay can streamline operations and increase productivity across various departments.

Using Clay for ID Checks

For businesses that need to verify customer identities, integrating Clay with IdentityCheck can significantly simplify the ID verification process. Whether you’re in the financial sector, e-commerce, or another industry requiring strict compliance regulations, this integration can help ensure that your customers are who they claim to be.

Possible uses include:

• Onboarding new customers smoothly
• Enhancing security for sensitive transactions
• Streamlining compliance checks
• Reducing fraud in online registrations

Setting Up Clay with IdentityCheck

Integrating IdentityCheck with Clay using Zapier is a straightforward process. Follow these steps to get started:

1. Log in to your Zapier account or sign up if you don’t have one.
2. Navigate to the integration page for Clay and IdentityCheck.
3. Click on the “Connect” button next to IdentityCheck.
4. Authorize Zapier to access both your Clay and IdentityCheck accounts.
5. Select the appropriate triggers and actions to create a new Zap. For example:
• Trigger: New customer added in Clay
• Action: Verify ID with IdentityCheck
6. Test the Zap to ensure everything is functioning correctly.
7. Turn on the Zap to start automating ID verification tasks.

Using IdentityCheck with Clay

Once the integration is set up, you can start using IdentityCheck for automated ID verification in your workflows:

1. When a new customer signs up or performs a sensitive transaction on your platform, Clay will trigger the ID verification process through IdentityCheck.
2. IdentityCheck will automatically perform the verification, ensuring compliance and reducing the risk of fraud.
3. You will receive a confirmation in Clay once the ID verification is complete, allowing you to move forward with confidence.
4. Additionally, you can customize the workflow to include notifications or additional steps as needed.

By linking Clay and IdentityCheck, you streamline the ID verification process, saving time and boosting security for your business operations.