Connect HelpDesk to Veryfi OCR

Both apps 37HelpDesk 22Veryfi OCR 15

• Trigger
  New Message in a Ticket
• Trigger
  New Ticket
• Action
  Add Canned Response

  Create a new canned response.

• Action
  Add Followers to Ticket
• Action
  Add Tags to Ticket
• Action
  Create Ticket
• Action
  Create Upload Transaction
• Action
  Delete Canned Response

  Delete a canned response by ID.

• Action
  Delete Ticket

  Delete a ticket by ID.

• Action
  Find Tickets
• Action
  Get Agent

  Retrieve a single agent by ID.

• Action
  Get Canned Response

  Retrieve a single canned response by ID.

• Action
  Get Team

  Retrieve a single team by ID.

• Action
  Get Ticket

  Retrieve a single ticket by ID.

• Action
  List Agents

  List all agents.

• Action
  List Canned Responses

  List all canned responses.

• Action
  List Teams

  List all teams.

• Action
  Update Agent

  Update an existing agent by ID.

• Action
  Update Canned Response

  Update an existing canned response by ID.

• Action
  Update Team

  Update an existing team by ID.

• Action
  Update Ticket / Send Reply
• Action
  Upload Attachment During Transaction
• Action
  Classify Document

  Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score.

• Action
  Convert Document To Markdown

  Upload a document (image/PDF) and convert its content to markdown text.

• Action
  Extract Data From Any Document

  Extracts data from the supplied document

• Action
  Extract Data From Bank Check

  Extracts data from the supplied bank check

• Action
  Extract Data From Bank Statement

  Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions.

• Action
  Extract Data From Business Card

  Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address).

• Action
  Extract Data From Contract

  Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law.

• Action
  Extract Data From Driver License

  Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint.

• Action
  Extract Data From Invoice

  Extracts data from the supplied invoice

• Action
  Extract Data From Passport

  Extracts data from the supplied passport

• Action
  Extract Data From W2 Form

  Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data.

• Action
  Extract Data From W-8BEN-E Form

  Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it.

• Action
  Extract Data From W9 Form

  Extracts data from the supplied W9 form

• Action
  Extracts Data From Receipt

  Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items.

• Action
  Get Contract

  Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.