--- title: "Connect Freshdesk to Veryfi OCR - APIANT.ai" description: "When \"New Company\" fires in Freshdesk, your agent runs \"Classify Document\" in Veryfi OCR." canonical: "https://apiant.ai/connect/freshdesk-to-veryfi-ocr" --- # Connect Freshdesk to Veryfi OCR When **New Company** fires in [Freshdesk](https://apiant.ai/connections/freshdesk), your agent runs **Classify Document** in [Veryfi OCR](https://apiant.ai/connections/veryfi-ocr). Describe the whole flow and it is built, tested on every scenario and kept running. Freshdesk **3** triggers Freshdesk **21** actions Veryfi OCR **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Freshdesk and Veryfi OCR to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Freshdesk can start in Veryfi OCR - When **New Company** in Freshdesk then **Classify Document** in Veryfi OCR - When **New Contact** in Freshdesk then **Convert Document To Markdown** in Veryfi OCR Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Freshdesk and Veryfi OCR ## Triggers and actions 3 triggers · 36 actions - Trigger **New Company** Triggers when a new company is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Ticket** Triggers when a new ticket is created. - Action **Add Note to Ticket** Adds a private or public note to a ticket. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Ticket** Creates a new ticket in Freshdesk. - Action **Delete Contact** Deletes a contact by ID. - Action **Delete Ticket** Deletes a ticket by ID. - Action **Get Agent** Retrieves an agent by ID. - Action **Get Company** Retrieves a company by ID. - Action **Get Contact** Retrieves a contact by ID. - Action **Get Ticket** Retrieves a single ticket by ID. - Action **List Agents** Lists all agents. - Action **List Companies** Lists companies. - Action **List Contacts** Lists contacts. - Action **List Ticket Conversations** Lists all conversations (replies and notes) on a ticket. - Action **List Tickets** Lists tickets, most recently updated first. - Action **Reply to Ticket** Adds a public reply to a ticket conversation. - Action **Search Contacts** Searches contacts using a Freshdesk query string. - Action **Search Tickets** Searches tickets using a Freshdesk query string. - Action **Update Company** Updates a company by ID. - Action **Update Contact** Updates a contact by ID. - Action **Update Ticket** Updates an existing ticket by ID. - 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. ## Each app on its own - [ **Freshdesk** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connections/freshdesk) - [ **Veryfi OCR** Veryfi OCR is a multi-model platform that extracts structured data from any document, such as receipts...](https://apiant.ai/connections/veryfi-ocr) Reviews ## What our customers say ## More from Freshdesk - [ **Freshdesk to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/freshdesk-to-hubspot) - [ **Freshdesk to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/freshdesk-to-salesforce) - [ **Freshdesk to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/freshdesk-to-slack) - [ **Freshdesk to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/freshdesk-to-mailchimp) - [ **Freshdesk to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/freshdesk-to-stripe) - [ **Freshdesk to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/freshdesk-to-shopify) ## More into Veryfi OCR - [ **Trello to Veryfi OCR** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-veryfi-ocr) - [ **HubSpot to Veryfi OCR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-veryfi-ocr) - [ **Salesforce to Veryfi OCR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-veryfi-ocr) - [ **Slack to Veryfi OCR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-veryfi-ocr) - [ **Google Sheets to Veryfi OCR** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-veryfi-ocr) - [ **Gmail to Veryfi OCR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-veryfi-ocr) Questions ## Freshdesk and Veryfi OCR, answered ### ### What can start an automation from Freshdesk? Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Veryfi OCR when something happens in Freshdesk? Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Veryfi OCR to Freshdesk? Veryfi OCR has no triggers in the catalog today, so automations start in Freshdesk. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it. ### ### Do I have to build a connector for Freshdesk or Veryfi OCR? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Freshdesk and Veryfi OCR without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.