1.Monitor TaxDome contact updates
Integrate TaxDome and contact onboarding data to detect when a contact record is updated with ID-check cues.
Send client ID verification and tag the contact record
Automatically monitor contact updates across TaxDome and map ID-check cues to verification requests. Send direct identity verification and tag the contact when qualifying notes contain the ID request keywordβso you can confirm progress, update records, and coordinate onboarding without manual reporting.
How this automation speeds up verified onboarding records
When TaxDome contact updates include an ID-check cue, onboarding status can lag and review can fall behind. This automation inspects notes, creates direct verification, and updates the TaxDome contact with outcome status and a verification tagβso your team can confirm progress faster.
TaxDomeor swap with your favorite app
2.Creates ID request notes flag
Integrate Code by Zapier and note parsing tools to inspect incoming notes and to produce a qualifying flag.
Code by Zapieror swap with your favorite app
3.Filters for qualifying records
Integrate Filter by Zapier and workflow rules to continue only when the script flag indicates a matching ID request keyword.
Filter by Zapieror swap with your favorite app
4.Creates direct identity verification
Integrate IdentityCheck and email delivery tools to send the identity verification request to the contact.
IdentityCheckor swap with your favorite app
5.Updates TaxDome contact with tag
Integrate TaxDome and verification status fields to update the contact with outcome status, trimmed notes, and a verification tag.
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Accelerate client onboarding with automated intake routing, identity checks, and approval alerts
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