Connect One Tap to Veryfi OCR

Both apps 38One Tap 23Veryfi OCR 15

• Trigger
  New Participant Check-in

  Triggered when a participant is checked in on a One Tap list.

• Trigger
  New Profile

  Triggered when a new person profile is created in One Tap.

• Action
  Add Punch Pass

  Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.

• Action
  Check in participant

  Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.

• Action
  Check out participant

  Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.

• Action
  Create List

  Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.

• Action
  Create Participant

  Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.

• Action
  Create Profile

  Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.

• Action
  Delete List

  Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Delete Pass

  Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.

• Action
  Delete Profile

  Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Get List

  Returns a single One Tap list (event) with its schedule, check-in settings and survey data.

• Action
  Get Lists

  Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.

• Action
  Get Participants on List

  Returns the participants on a One Tap list, with their check-in and check-out details.

• Action
  Get Passes

  Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.

• Action
  Get Profile

  Returns a single person's profile from One Tap, including the account's custom fields.

• Action
  Get Profile Passes

  Returns the passes belonging to one person's profile in One Tap.

• Action
  Get Profiles

  Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.

• Action
  Redeem Punch Pass

  Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.

• Action
  Remove Participant

  Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.

• Action
  Update List

  Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.

• Action
  Update Participant

  Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.

• Action
  Update Profile

  Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.

• 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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