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Walkthrough: verify a customer from Zendesk

How the StackGo and Zendesk integration verifies a client's identity, step by step: one Zap: Tag Added to User starts Create Verification; tag the client’s profile in Zendesk; 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 Zendesk
  2. 0:20The client verifies on their phone
  3. 0:40The result comes back

How a client ID check works with Zendesk

  1. One Zap: Tag Added to User starts Create VerificationA one-off set-up before your first check: one Zap, built once, runs for every customer you tag. Use the API key from StackGo, under Integrations, Zapier.
  2. Tag the client’s profile in ZendeskOpen the customer’s profile from their ticket and add your check tag under Tags.
  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 Zendesk integration page.

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