Connect Heartbeat to Veryfi OCR

Both apps 25Heartbeat 10Veryfi OCR 15

• Trigger
  Abandoned Invitation Link

  Triggers when someone enters their information in an invitation link, but does not make a purchase or create their account. This will trigger after 4 hours, if the user still has not made a purchase or created their account.

• Trigger
  Course Completed

  Triggers when a user completes a course.

• Trigger
  New Event

  Triggers when a new event is created.

• Trigger
  New Event RSVP

  Triggers when someone RSVPs to an event.

• Action
  Create Event

  Creates an event in a Heartbeat community and optionally invites people or groups.

• Action
  Create Group

  Creates a group in a Heartbeat community, optionally nested under another group and seeded with members.

• Action
  Create Thread

  Posts a new thread in a Heartbeat channel.

• Action
  Deactivate User

  Removes a person's access to a Heartbeat community by email. Their threads, comments and messages stay in place.

• Action
  List Channels

  Returns all channels in the Heartbeat community, with each channel's name, emoji and type.

• Action
  List Threads

  Returns all threads posted in a Heartbeat channel, with each thread's body, author, link and creation time.

• 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.