--- title: "Connect ProAbono to Veryfi OCR - APIANT.ai" description: "When \"Event(s) Related to a Customer\" fires in ProAbono, your agent runs \"Classify Document\" in Veryfi OCR." canonical: "https://apiant.ai/connect/proabono-to-veryfi-ocr" --- # Connect ProAbono to Veryfi OCR When **Event(s) Related to a Customer** fires in [ProAbono](https://apiant.ai/connections/proabono), 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. ProAbono **1** trigger ProAbono **13** 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 ProAbono 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 ProAbono can start in Veryfi OCR - When **Event(s) Related to a Customer** in ProAbono then **Classify Document** in Veryfi OCR - When **Event(s) Related to a Customer** in ProAbono 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 ProAbono and Veryfi OCR ## Triggers and actions 1 trigger · 28 actions - Trigger **Event(s) Related to a Customer** Triggers when a customer is created or updated in ProAbono (name, email, status, language or other customer details change). - Action **Anonymize a Customer** Anonymizes a customer in ProAbono, clearing their personal details such as name and email. Returns the anonymized customer. - Action **Bill a Customer** Invoices a customer's current balance right away instead of waiting for the next billing cycle, optionally adding a note to the invoice. - Action **Create a Line in the Customer Balance** Adds a one-time debit or credit line to a customer's balance in ProAbono. The line is invoiced with the customer's next billing. - Action **Create or Update a Customer** Creates a customer in ProAbono, or updates the existing customer that has the same customer reference. Returns the customer record with its customer-portal links. - Action **Get invoice** Returns a single ProAbono invoice by its ID, including its number, state, amounts, customer and links to view or pay it. - Action **List customers** Returns the customers in your ProAbono account, optionally only those in one segment or those with an active subscription that includes a given feature. - Action **Retrieve a Customer** Returns a customer by your own customer reference, including their status, segment, metadata and customer portal links. - Action **Retrieve Billing Address of a Customer** Returns the billing address of a customer, looked up by your own customer reference. - Action **Retrieve Full Invoice (PDF)** Returns a full invoice by its ID, including its amounts, status and a link to download the invoice PDF. - Action **Retrieve Payment Settings of a Customer** Returns a customer's payment settings: payment type, billing mode, grey-list status, invoice note and next billing date. - Action **Suspend a Customer** Suspends a customer so they can no longer access the customer portal, download invoices, use their payment method or receive emails. Returns the updated customer. - Action **Update Billing Address of a Customer** Sets or updates the billing address of a ProAbono customer, and returns the saved address. - Action **Update Payment Settings of a Customer** Updates a customer's payment settings in ProAbono, such as a manual payment method, billing mode, next billing date or the note shown on their invoices, and returns the saved settings. - 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 - [ **ProAbono** Subscription Billing Made Easy. Subscription Billing As-a-Service, for the New Generation of Services.](https://apiant.ai/connections/proabono) - [ **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 ProAbono - [ **ProAbono to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/proabono-to-salesforce) - [ **ProAbono to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/proabono-to-slack) - [ **ProAbono to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/proabono-to-stripe) - [ **ProAbono to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/proabono-to-shopify) - [ **ProAbono to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/proabono-to-quickbooks-online) - [ **ProAbono to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/proabono-to-trello) ## 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 ## ProAbono and Veryfi OCR, answered ### ### What can start an automation from ProAbono? Any of ProAbono's 1 trigger in the catalog, including Event(s) Related to a Customer. 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 ProAbono? 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 ProAbono? Veryfi OCR has no triggers in the catalog today, so automations start in ProAbono. 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 ProAbono 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 ProAbono 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.