Connect Textline to Veryfi OCR

Both apps 29Textline 14Veryfi OCR 15

• Trigger
  New Contact

  Triggers when a new contact is added to your Textline address book.

• Trigger
  New Contact Message

  Triggers when a conversation in a Textline department gets new activity, such as a new message from a contact.

• Action
  Create/Update Contact

  Creates a contact in your Textline address book, or updates the existing contact with that phone number.

• Action
  Find Agent

  Finds a Textline agent by email address and returns their details and availability.

• Action
  Find Contact

  Finds a contact in your Textline address book by phone number and returns its details.

• Action
  Get Contact

  Returns a contact from your Textline address book by its UUID.

• Action
  Import Contact Message

  Imports a message into Textline as if the contact had sent it by SMS.

• Action
  Resolve Conversation

  Marks a Textline conversation as resolved, optionally with a disposition.

• Action
  Send Announcement

  Sends a Textline announcement to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Send Internal Note

  Adds an internal note (whisper), visible only to agents, to the conversation with a phone number.

• Action
  Send Message

  Sends a text message to a contact's phone number from a Textline department.

• Action
  Send Survey

  Sends a Textline survey to contacts chosen by phone numbers, a tag, or a saved search.

• Action
  Transfer Conversation

  Transfers a Textline conversation to another agent in the same department.

• Action
  Update Agent Status

  Turns a Textline agent's availability on or off.

• 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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