Connect LassoCRM to Veryfi OCR

Both apps 28LassoCRM 13Veryfi OCR 15

• Trigger
  New Registrant

  Triggers when a new registrant (lead) is added to your Lasso project.

• Action
  Add Note to Registrant

  Adds a free-text note to a registrant.

• Action
  Create a History Item

  Logs a history item (email, phone call, appointment, visit) on a registrant's timeline.

• Action
  Create Inventory

  Creates an inventory item (unit) in your Lasso project.

• Action
  Create Registrant

  Creates a new registrant (lead) in your Lasso project with their name, email and phone.

• Action
  Delete Inventory

  Deletes an inventory item from your Lasso project.

• Action
  Find Registrants

  Finds registrants matching a name, email, phone or external ID and returns the matches.

• Action
  Get Inventory

  Returns one inventory item (unit) with its status, plan and size.

• Action
  Get Registrant

  Returns a registrant's details (name, primary email and phone, rating, registration date) by their Lasso ID.

• Action
  List Inventory

  Returns every inventory item (units, lots) in your Lasso project.

• Action
  Update and Append to a History Item

  Updates an existing history item on a registrant, such as its subject or full content.

• Action
  Update Inventory

  Updates an inventory item's status, plan or size; fields left blank keep their current values.

• Action
  Update Registrant

  Updates a registrant's personal information such as name, company and contact preference.

• 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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