--- title: "Connect Instantly to Veryfi OCR - APIANT.ai" description: "When \"New Event\" fires in Instantly, your agent runs \"Classify Document\" in Veryfi OCR." canonical: "https://apiant.ai/connect/instantly-to-veryfi-ocr" --- # Connect Instantly to Veryfi OCR When **New Event** fires in [Instantly](https://apiant.ai/connections/instantly), 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. Instantly **1** trigger Instantly **22** 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 Instantly 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 Instantly can start in Veryfi OCR - When **New Event** in Instantly then **Classify Document** in Veryfi OCR - When **New Event** in Instantly 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 Instantly and Veryfi OCR ## Triggers and actions 1 trigger · 37 actions - Trigger **New Event** Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change. - Action **Activate campaign** Starts a campaign, or resumes a paused one, and returns the updated campaign. - Action **Add campaign** Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign. - Action **Add lead list** Creates a new lead list in Instantly for storing leads. - Action **Add Lead to Campaign** Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead. - Action **Add Tags to Campaigns** Assigns one or more custom tags to one or more campaigns. - Action **Add to Blocklist** Adds an email address or domain to the workspace's blocklist so it no longer receives emails. - Action **Create a New Tag** Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns. - Action **Delete blocklist entry** Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry. - Action **Delete lead** Permanently deletes a lead from your Instantly workspace and returns the deleted lead. - Action **Find Lead** Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match. - Action **Get Blocklist Entry** Returns a single block list entry (a blocked email address or domain) by its ID. - Action **Get campaign** Returns a campaign's full details, including its schedule, sequences, sending accounts and settings. - Action **Get lead** Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables. - Action **List campaigns** Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent. - Action **List lead lists** Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment. - Action **List leads** Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address. - Action **List Tag Mappings** Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns. - Action **Pause campaign** Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign. - Action **Remove Lead From Campaign** Removes one or more leads from an Instantly campaign, deleting them from that campaign. - Action **Remove Tags From Campaigns** Removes one or more custom tags from Instantly campaigns. - Action **Update lead** Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead. - Action **Update Lead Status** Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list. - 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 - [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly) - [ **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 Instantly - [ **Instantly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instantly-to-salesforce) - [ **Instantly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instantly-to-slack) - [ **Instantly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instantly-to-mailchimp) - [ **Instantly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instantly-to-stripe) - [ **Instantly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instantly-to-shopify) - [ **Instantly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instantly-to-quickbooks-online) ## 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](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 ## Instantly and Veryfi OCR, answered ### ### What can start an automation from Instantly? Any of Instantly's 1 trigger in the catalog, including New Event. 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 Instantly? 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 Instantly? Veryfi OCR has no triggers in the catalog today, so automations start in Instantly. 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 Instantly 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 Instantly 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.