Connect Reply to Veryfi OCR

Both apps 38Reply 23Veryfi OCR 15

• Trigger
  Inbox Category Set for Reply

  Triggers when an email reply in Reply is given an inbox category, automatically or by a user.

• Trigger
  New Email Opened

  Triggers when a contact opens a tracked email sent from Reply.

• Trigger
  New Emails Sent

  Triggers when Reply sends an email from a sequence step.

• Trigger
  New Link Clicked

  Triggers when a recipient clicks a tracked link in an email sent from Reply.

• Trigger
  New Person Bounce

  Triggers when an email sent from Reply bounces or is rejected by the recipient's mail server.

• Trigger
  New Person Opt Out

  Triggers when a contact opts out of outreach in Reply (unsubscribe link, manual opt-out, or marked Do Not Contact).

• Trigger
  Prospect Finished

  Triggers when a contact's participation in a Reply sequence ends — completed, replied, bounced, opted out, or finished manually.

• Action
  Add contact list

  Creates a new contact list in Reply, optionally shared with your team.

• Action
  Add note to contact

  Adds a note to a contact's timeline in Reply.

• Action
  Add sequence

  Creates a new sequence in Reply with its steps, schedule, sending accounts and settings.

• Action
  Create\Update Person

  Creates a Reply contact, or updates the existing contact with the same email address.

• Action
  Delete contact

  Deletes a contact from your Reply account.

• Action
  Find contacts by criteria

  Returns the contacts that match a search term and/or field rules, optionally scoped to a contact list, sequence or sequence step.

• Action
  Get contact

  Returns one Reply contact by its id, including profile details, owner, opt-out, call and meeting status, stage and custom fields.

• Action
  Get sequence

  Returns one sequence in full: name, status, owner, schedule, settings, connected email and LinkedIn accounts, and its steps.

• Action
  List contact lists

  Returns the contact lists you own plus those shared with your team, optionally filtered by name.

• Action
  List contacts

  Returns your Reply contacts, optionally narrowed to one email address or LinkedIn profile URL.

• Action
  List inbox categories

  Returns the inbox categories you can file conversations under.

• Action
  List Sequence Contacts

  Returns the contacts enrolled in a sequence, with each contact's status, current step, added date, opt-out and call status.

• Action
  List sequences

  Returns the sequences in your Reply account, optionally filtered by status, owner, folder, archive state or name.

• Action
  Mark as Finished

  Marks one or more contacts as finished in every sequence they are in, so they receive no further sequence steps.

• Action
  Remove Person From Campaign

  Removes a contact from a sequence so they stop progressing through it. The contact and their history stay in your Reply account.

• Action
  Send Test Webhook Event

  Sends a test event from an existing Reply webhook subscription to its configured URL.

• 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.