Formatter by Zapier Overview

Formatter by Zapier is a versatile tool designed to transform and format data within your automated workflows. With a range of functions including date formatting, number formatting, and text manipulation, Formatter helps you prepare data for further actions or create reports. This tool is particularly useful in streamlining processes and ensuring data consistency across various platforms.

Possible Uses of Formatter by Zapier for ID Checks

Integrating Formatter by Zapier with IdentityCheck can enhance your ID verification process in several ways:

• Automatically format user data before sending it for ID verification.
• Convert date formats to match the requirements of your ID verification systems.
• Standardize phone numbers, addresses, and other data types for consistency in ID checks.
• Create automated workflows to handle failed verifications or follow-up actions.

How to Set Up Formatter by Zapier with IdentityCheck

Follow these steps to integrate IdentityCheck with Formatter by Zapier:

1. Log in to Zapier: Access your Zapier account. If you don’t have one, you’ll need to create an account.
2. Navigate to the Zap Editor: Click on “Make a Zap” to start creating a new Zap.
3. Select Your Trigger App: Choose the application where your initial data comes from, such as a form submission tool.
4. Add Formatter by Zapier as an Action: Under “Action”, search for Formatter by Zapier and select the formatting action you need (e.g., text transformation, date/time formatting).
5. Configure Formatting Details: Input the specifics for the formatting action, such as the format type and the data to be formatted.
6. Add IdentityCheck as the Next Action: After Formatter, add IdentityCheck as the next action in your Zap.
7. Connect to IdentityCheck: Authenticate your IdentityCheck account within Zapier.
8. Configure ID Verification Action: Define what action you want IdentityCheck to perform using the formatted data.
9. Test Your Zap: Run a test to ensure the setup works correctly and data is properly formatted and passed to IdentityCheck.
10. Enable Your Zap: Once everything looks good, turn on your Zap to start automating your ID verification process.

How to Use Formatter by Zapier for ID Verification

After setting up the integration, using Formatter by Zapier for ID verification can streamline your workflow:

1. Gather User Data: Collect user information through forms, CRM, or any input system you use.
2. Pass Data to Formatter: Ensure the user data is passed to Formatter within your Zap for necessary formatting adjustments.
3. Format Data: Define how the data should be formatted. For example, standardize date formats to YYYY-MM-DD or format phone numbers to international standards.
4. Automate ID Verification: Send the formatted data to IdentityCheck for ID verification. This ensures all incoming data is consistent and ready for automated ID checks.
5. Handle Verification Results: Use subsequent Zap actions to handle different verification outcomes, such as notifying users of verification success or failure.

By integrating Formatter by Zapier with IdentityCheck, you can automate and enhance your ID verification process, ensuring accurate and standardized data management within your workflows.