Connect LeadSquared to Veryfi OCR

Both apps 31LeadSquared 16Veryfi OCR 15

• Trigger
  Lead Stage Changed

  Triggers when a lead moves to a different stage.

• Trigger
  New Lead

  Triggers when a new lead is created in LeadSquared.

• Trigger
  Updated Lead

  Triggers when a lead is created or any of its fields change.

• Action
  Add Lead to Static List

  Adds a lead to a static list.

• Action
  Create or Update Lead

  Creates a new lead, or updates the existing lead with the same email address.

• Action
  Create Task on Lead

  Creates a task or appointment on a lead.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find Lead

  Finds an existing lead by email address and returns its fields.

• Action
  Find Lead by Phone

  Finds an existing lead by phone number and returns its fields.

• Action
  Find Lead (New)

  Searches leads by name, email, phone, company, city or country and returns every match.

• Action
  Get Activity Details

  Returns the details and field values of one activity.

• Action
  Get Lead by ID

  Returns a lead and all of its fields by lead id.

• Action
  List Activity Types

  Returns every activity type in the account with its numeric event code.

• Action
  List Lists

  Returns all lead lists with their type and member count.

• Action
  Post a Sales Activity to a Lead

  Posts a sales activity (a product sale, open, won or lost) on a lead.

• Action
  Update Lead

  Updates the given fields on an existing lead; fields left blank are unchanged.

• 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.