Skip to content

Send ID verification links to onboarding coordinators before setup completes

Your applicant tasks arrive without verified IDs, causing onboarding delays and stalled account activations. Compliance and onboarding coordinators receive confirmation and ID links so accounts progress before the next workday.

Send ID verification links to onboarding coordinators before setup completes

Workflow preview:

Zap details:

Send ID verification links to onboarding coordinators before setup completes