Smartsheet is a powerful work management tool that enables teams to collaborate, manage work, and automate processes at scale. With its robust features like grid, card, Gantt, and calendar views, Smartsheet helps organizations streamline their workflows, track project progress, and improve productivity.

For users of Smartsheet, integrating IdentityCheck provides a seamless way to conduct ID checks directly within their Smartsheet workflows. This integration is especially beneficial for scenarios such as onboarding new employees, managing contractor verifications, and ensuring compliance in regulated industries. Automating ID verification through IdentityCheck helps save time and reduce manual errors.

Setting Up ID Verification Integration

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

1. Sign up for accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and click on “Make a Zap” to start creating a new integration.
3. Search for “Smartsheet” and select it as your trigger app. Choose the trigger event that suits your needs, such as “New Row” or “Updated Row” in a specific sheet.
4. Connect your Smartsheet account to Zapier by following the on-screen instructions.
5. Next, search for “IdentityCheck” and select it as your action app. Choose the corresponding action event, such as “Create Verification” or “Check Status.”
6. Connect your IdentityCheck account to Zapier and map the necessary fields from Smartsheet to IdentityCheck. This may include fields like name, ID number, and document image URL.
7. Test the Zap to ensure it works as expected, and give your Zap a name for easy reference.
8. Turn on the Zap to activate the integration between Smartsheet and IdentityCheck.

How to Use the Integration

Once you have set up the integration, using it within your workflows is straightforward:

Conducting ID Verification:

1. Update or add a new row in your Smartsheet with the necessary information for ID verification.
2. The Zap you have configured will automatically trigger the ID verification process in IdentityCheck.
3. IdentityCheck will process the ID verification and update your Smartsheet with the status and results of the verification.

Managing Verifications:

1. Monitor the status of ID verifications directly from your Smartsheet dashboard.
2. Set up additional Zaps to handle different verification outcomes, such as sending notifications or assigning tasks based on verification results.

With IdentityCheck seamlessly integrated into your Smartsheet workflows, you can automate and streamline the ID verification process, enhancing overall efficiency and accuracy.