Connect Alegra to Veryfi OCR

Both apps 35Alegra 20Veryfi OCR 15

• Trigger
  New Contact

  Triggers when a new contact is created in your Alegra account.

• Trigger
  New Estimate

  Triggers when a new quote (estimate) is created in your Alegra account.

• Trigger
  New Invoice

  Triggers when a new sales invoice is created in your Alegra account.

• Trigger
  New Item

  Triggers when a new product or service is created in your Alegra account.

• Action
  Create Contact

  Creates a contact (client or provider) in your Alegra account. Returns the created contact.

• Action
  Create Contact in Colombia

  Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.

• Action
  Create Tax

  Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.

• Action
  Find Contact

  Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.

• Action
  Find Contact in Argentina

  Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.

• Action
  Find Contact in Chile

  Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.

• Action
  Find Contact in Colombia

  Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.

• Action
  Find Contact in Costa Rica

  Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Mexico

  Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.

• Action
  Find Contact in Panama

  Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.

• Action
  Find Contact in Peru

  Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.

• Action
  Find Invoice

  Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.

• Action
  Find Item

  Searches the products and services in your Alegra account. Returns the matching items.

• Action
  Find Tax

  Finds a tax in your Alegra account by name. Returns the matching tax and its id.

• Action
  Update Contact

  Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.

• Action
  Update Contact in Colombia

  Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.

• 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.