Connect Zengine to Veryfi OCR

Both apps 30Zengine 15Veryfi OCR 15

• Trigger
  New Event

  Triggers when a new event is added.

• Trigger
  New Task

  Triggers when a new task is added.

• Trigger
  Updated Record

  Triggers when any record is updated in a form of your choice.

• Action
  Add Comment

  Adds a comment to a record or workspace.

• Action
  Add Form Record

  Adds a record to a form.

• Action
  Add record

  Create a record in a form.

• Action
  Create Event

  Creates a calendar event in a Zengine workspace.

• Action
  Create Task

  Creates a task in a Zengine workspace.

• Action
  Delete Record

  Deletes a record.

• Action
  Find Record

  Returns the records in a form that match the specified name, folder, creator, completion state or dates.

• Action
  Get Event

  Returns one calendar event by id.

• Action
  Get record

  Retrieve one record by id.

• Action
  Get Task

  Returns one task by id.

• Action
  Update Record

  Updates a record.

• Action
  Upload File to Field

  Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

• 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.