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Walkthrough: verify a client when they accept your Ignition proposal

For accounting practices: how the StackGo and Ignition integration verifies a client's identity, step by step: the client accepts your proposal in Ignition; one Zap: Proposal Accepted starts Create Verification; on the client’s phone, a few minutes, nothing to type; stackGo emails your team when the check is complete; the result and the full report in StackGo.

How a client ID check works with Ignition

  1. The client accepts your proposal in IgnitionSend proposals the way you do today. When the client signs, the check starts. If they agree another way, Accept on client’s behalf counts too.
  2. One Zap: Proposal Accepted starts Create VerificationYou build the Zap once. From then on, every accepted proposal passes the client’s name and email to StackGo, which emails them the check link.
  3. On the client’s phone, a few minutes, nothing to typeEverything happens on the client’s own phone, from the email StackGo sends.
  4. StackGo emails your team when the check is completePoint the Notification Email at a shared inbox so the whole team sees each result.
  5. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Ignition integration page.

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