Video · 1:05 · no sound

Walkthrough: verify a customer from MYOB, once its Zapier app is out

For accounting practices: how the StackGo and MYOB integration verifies a client's identity, step by step: once MYOB’s Zapier app is out, one Zap starts Create Verification; add the customer in MYOB Business; 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.
  1. 0:00Start the check in MYOB
  2. 0:24The client verifies on their phone
  3. 0:44The result comes back

How a client ID check works with MYOB

  1. Once MYOB’s Zapier app is out, one Zap starts Create VerificationA one-off set-up, once MYOB releases its Zapier app: one Zap, built once, runs for every new customer. The MYOB trigger name is TBC.
  2. Add the customer in MYOB BusinessAdd the customer in MYOB Business with their name and email, and save. Once MYOB releases its Zapier app, that is what starts the check.
  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 completeStackGo emails your team the result as soon as the check is complete.
  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 MYOB integration page.

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.

Start freeBook a demo