Connect SysAid to Veryfi OCR

Both apps 33SysAid 18Veryfi OCR 15

• Trigger
  New Service Record

  Triggers when a new service record (incident or request) is created in SysAid.

• Trigger
  Service Record Updated

  Triggers when a service record (incident or request) is updated in SysAid.

• Action
  Add Service Record Note

  Adds a note to a SysAid service record.

• Action
  Create Company

  Creates a new company in SysAid.

• Action
  Create End User

  Creates a new end user in SysAid.

• Action
  Create Service Record

  Creates a new service record (incident or request) in SysAid and returns it.

• Action
  Delete Service Record

  Permanently deletes a SysAid service record.

• Action
  Get Agent

  Returns one SysAid agent by ID.

• Action
  Get Company

  Returns one SysAid company by ID.

• Action
  Get End User

  Returns one SysAid end user by ID.

• Action
  Get Service Record

  Returns one SysAid service record by its ID.

• Action
  List Agents

  Returns a page of SysAid agents.

• Action
  List Companies

  Returns a page of companies in SysAid.

• Action
  List End Users

  Returns a page of SysAid end users.

• Action
  List Groups

  Returns a page of SysAid groups.

• Action
  Resolve Service Record

  Resolves a SysAid service record with a solution.

• Action
  Search Service Records

  Finds SysAid service records matching a text search, newest first.

• Action
  Update Service Record

  Updates fields on an existing SysAid service record, such as its status, priority, assignee or description.

• 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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