Question 1

What manual work can I automate by connecting IdentityCheck to my other business tools?

Accepted Answer

You can automate the process of verifying contact identities and routing verified or unverified records to downstream systems without manual intervention. For example, when a new contact enters your system, an automation can trigger an IdentityCheck verification and then automatically update your CRM, send notifications, or move records to different workflows based on the verification result. This eliminates manual status checks and duplicate verification attempts across your tools.

Question 2

How does contact data flow between IdentityCheck and other tools in an automation?

Accepted Answer

Contact information flows into IdentityCheck from your connected systems (CRM, database, form submission, etc.), and IdentityCheck returns verification results that can be mapped back to your original records or sent to other tools in your workflow. The verification outcome (verified, unverified, or flagged) becomes data that downstream tools can read and act on, allowing you to conditionally route contacts or trigger follow-up actions based on their identity verification status.

Question 3

What problems commonly occur when automating IdentityCheck checks across many contacts?

Accepted Answer

Incomplete or misformatted contact data can cause verification failures that stop automations or create silent errors if not monitored. Additionally, if IdentityCheck requires specific fields (like full name or date of birth in a certain format), missing or inconsistent data from your source system will result in failed verifications without clear error messages, making it hard to identify which contacts need manual review. Testing your data mapping and field requirements before running full-scale automations prevents bulk failures.

Question 4

How should I structure my contact records so IdentityCheck automations work reliably?

Accepted Answer

Ensure all contacts have consistent, complete data in the fields IdentityCheck requires for verification, such as standardized name formatting and required identifiers. Document which fields map to IdentityCheck inputs in your automation, and validate that your source system enforces data quality rules (no missing required fields, consistent formatting). Regular audits of contact data quality help prevent verification failures and keep your automation running smoothly without constant manual intervention.

Automate the manual work in IdentityCheck

IdentityCheck by the numbers

Top 5 IdentityCheck friction points when done manually

Re-entering IdentityCheck data across systems

Tracking IdentityCheck verification status manually

Handling IdentityCheck failures without clear next steps

Auditing IdentityCheck records for compliance

Updating IdentityCheck status for returning customers

What you can automate in IdentityCheck

Create new IdentityCheck verifications from new Google Forms responses

Create new IdentityCheck verifications when matching activities are found in Pipedrive

Create new IdentityCheck verifications whenever new rows are added in Google Sheets

Create verifications in IdentityCheck for new customers in Jammed

Create verifications in IdentityCheck for new messages posted to a Slack channel

Create verifications in IdentityCheck for new submissions in Jotform

Tools commonly connected to IdentityCheck

IdentityCheck Automation questions

Ready to automate your work in IdentityCheck?