Connect Axonaut to Veryfi OCR

Both apps 45Axonaut 30Veryfi OCR 15

• Trigger
  New Axonaut User

  Triggers when a new user is added to the Axonaut account.

• Trigger
  New Closed Ticket

  Triggers when a support ticket is closed in Axonaut, optionally only for one company.

• Trigger
  New Company

  Triggers when a new company is created in Axonaut, optionally limited to customers, prospects or suppliers, or to a city or name.

• Trigger
  New Contract

  Triggers when a new order (contract) is created in Axonaut.

• Trigger
  New Employee

  Triggered when a new employee (a contact at a company) is created in Axonaut.

• Trigger
  New Expense

  Triggered when a new expense is created in Axonaut.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Axonaut.

• Trigger
  New Opportunity

  Triggered when a new opportunity is created in Axonaut.

• Trigger
  New Product

  Triggered when a new product is created in Axonaut.

• Trigger
  New Project

  Triggers when a new project is created in Axonaut.

• Trigger
  New Quotation

  Triggered when a new quotation is created.

• Trigger
  New Task

  Triggers when a new task is created in Axonaut.

• Trigger
  New Ticket

  Triggered when a new ticket is created.

• Action
  Create Employee

  Creates an employee (contact person) on a company in Axonaut.

• Action
  Create Event

  Creates an event (meeting, email, phone call, mail, text message or note) in Axonaut, optionally linked to a company, contact and opportunity.

• Action
  Create Expense

  Creates an expense in Axonaut, optionally linked to a supplier, project or workforce.

• Action
  Create Invoice

  Creates an invoice in Axonaut for a company, with its product lines, dates, discounts, deposit and payment options.

• Action
  Create Opportunity

  Creates a sales opportunity for a company in Axonaut, optionally placing it in a pipeline step and linking contacts.

• Action
  Create Product

  Creates a product or service in your Axonaut catalog, with its price, tax rate, stock and other details.

• Action
  Create Quotation

  Creates a quotation (quote) for a customer company in Axonaut, with its product lines, discount and terms.

• Action
  Create Supplier

  Creates a new supplier in Axonaut with its address, VAT and SIRET numbers, categories and custom fields.

• Action
  Create Ticket

  Creates a support ticket in Axonaut, optionally linked to a company, contacts, a project and an assigned team member.

• Action
  Find Company

  Finds companies in Axonaut whose name contains the text you give, optionally narrowed by internal id, type, SIRET, city or zip code.

• Action
  Find Contract

  Finds Axonaut orders (contracts) by their id, optionally narrowed by last-update date, and returns the matching orders.

• Action
  Find Expense

  Finds Axonaut expenses whose title or number contains the text you enter, optionally narrowed by date and payment status.

• Action
  Find Product

  Finds products in Axonaut by name, product code or internal reference.

• Action
  Find Quotation

  Finds quotations in Axonaut whose number matches the one you supply, optionally narrowed by status, company and date.

• Action
  Find Supplier

  Returns the suppliers whose name contains the text you specify, searching the first five pages of your Axonaut suppliers.

• Action
  Search Company

  Returns the companies whose name contains the search text, optionally narrowed by type, location, SIRET, internal id, status or custom field values.

• Action
  Search Employee

  Returns the employees (company contacts) matching an email, first name, last name, phone number or custom field value.

• 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.

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