Connect Method CRM to Veryfi OCR

Both apps 35Method CRM 20Veryfi OCR 15

• Trigger
  New Activity

  Triggers when a new activity is added in Method CRM.

• Trigger
  New Contact

  Triggers when a new contact is added in Method CRM.

• Trigger
  New Customer or Customer Lead (QuickBooks Only)

  Triggers when a new customer or customer lead is added to a QuickBooks-synced Method account.

• Trigger
  New Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Triggers when a new customer/vendor or customer/vendor lead is added in a Xero-synced Method account.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Method CRM.

• Trigger
  New Vendor

  Triggers when a new vendor is added in Method CRM.

• Action
  Add Activity

  Creates an activity record in your Method CRM account, using the fields your Activity table defines (including custom fields).

• Action
  Add Contact to Existing Entity

  Creates a contact in Method CRM linked to an existing customer, vendor or lead.

• Action
  Add Customer or Customer Lead (QuickBooks Only)

  Creates a customer or customer lead in a QuickBooks-synced Method CRM account.

• Action
  Add Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Creates a customer/vendor or customer/vendor lead in a Method CRM account synced with Xero.

• Action
  Add Generic Entry

  Creates a new record (entry) in any Method CRM table, using the field values you supply, and returns the new record's id.

• Action
  Add Opportunity

  Creates a new opportunity in your Method CRM account.

• Action
  Delete record

  Deletes a record from a Method CRM table, such as a contact, customer or activity.

• Action
  Find Contact

  Finds contacts in Method CRM matching your filter criteria, such as an email or name, and returns up to 100 matching contacts.

• Action
  Find Customer or Customer Lead (QuickBooks Only)

  Finds customers or customer leads in a QuickBooks-synced Method account by name, returning the matching records.

• Action
  Find Customer/Vendor or Customer/Vendor Lead (Xero Only)

  Finds customers, vendors, or customer/vendor leads by name in a Xero-synced Method account.

• Action
  Find records by criteria

  Finds records in a Method CRM table that match your filter criteria, returning up to 100 matches.

• Action
  Find Vendor

  Finds vendors in your Method account that match the criteria you give, returning the first match and the full list of matches.

• Action
  Get record

  Returns one record from a Method CRM table, such as a contact, customer or invoice, by its record ID.

• Action
  Update record

  Updates the chosen fields of an existing record in any Method table, such as a contact, customer or invoice.

• 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.