What is the Veryfi + Zapier Integration?
The Veryfi AI app on Zapier enables you to automatically extract the data from various document types and send that data to over 7,000+ apps in the Zapier ecosystem. This integration eliminates manual data entry and creates seamless document processing workflows.
How do I connect Veryfi to Zapier?
Sign up for Veryfi: Create an account at app.veryfi.com
Find Veryfi in Zapier: Search for "Veryfi OCR" when creating a new Zap [Veryfi AI app]
Connect your account: Enter your Veryfi API credentials when prompted
Test the connection: Zapier will verify your credentials automatically
What's Next?
Choose a Trigget
Choose an Action
What plans support the Zapier integration?
The Zapier integration works for API type Accounts at veryfi with all Veryfi plans, including:
Trial Plan: a 14-day trial with 100 documents
Free Plan: A free 100 documents/mo plan ( great for testing)
Starter Plan: Starting at $500/month for 6,250 receipts or 3,125 invoices
Enterprise: Custom pricing for 25,000+ documents per month
📄 Supported Document Types & Actions
Complete Document Types Reference: For a full list of supported document types, validation rules, and extraction capabilities, see our comprehensive document types guide.
What Veryfi Actions are Available on Zapier?
Core Document Processing Actions:
Extract Data from Receipt – Perfect for expense tracking, reimbursement workflows, and receipt scanning automation
API Reference:docs.veryfi.com/api/receipts-invoices/process-a-document/Extract Data from Invoice – Capture vendor details, amounts, line items, and payment terms to automate accounts payable
API Reference:docs.veryfi.com/api/receipts-invoices/process-a-document/Extract Data from Bank Statement – Convert PDF statements into structured transaction data with bank statement OCR
API Reference:docs.veryfi.com/api/bank-statements/Extract Data from Bank Check – Digitize handwritten or printed checks for faster payment processing
API Reference:docs.veryfi.com/api/checks/Extract Data from Passport – Capture names, dates, and document numbers for onboarding or KYC workflows
API Reference:docs.veryfi.com/api/any-docs/Extract Data from Driver's License – Streamline identity verification with driver's license OCR
API Reference:docs.veryfi.com/api/any-docs/Extract Data from W-2 – Automate tax document processing for HR and payroll workflows
API Reference:docs.veryfi.com/api/w2s/Extract Data from W-9 – Capture vendor tax information for compliance and onboarding
API Reference:docs.veryfi.com/api/w9s/Extract Data from ANY Document – Handle edge cases and unstructured file formats using Veryfi's ∀Docs model
API Reference:docs.veryfi.com/api/any-docs/Classify Document – Automatically detect document type for sorting and routing
API Reference:https://docs.veryfi.com/api/classify/classify-a-document/
Learn more about Document Types Veryfi support here
What File formats does Veryfi support?
Supported File Formats:
Images: .jpg, .jpeg, .png, .gif, .bmp, .heic, .heif, .avif, .webp
Documents: .pdf, .txt, .htm, .html, .ofd
Archives: .zip (for batch processing)
Spreadsheets: .xls, .xlsx, .csv
Maximum File Size: 25 MB per document
Maximum Pages: 15 pages per document
What languages and currencies are supported?
Languages (38+ supported): English, Spanish, French, German, Italian, Portuguese, Dutch, Swedish, Danish, Norwegian, Chinese, Japanese, Korean, Russian, Malay, Thai, Vietnamese, and many more.
Currencies (91+ supported): USD, EUR, CAD, AUD, GBP, MXN, ZAR, JPY, BRL, INR, CNY, HKD, QAR, CHF, COP, CZK, PLN, KRW, DKK, SEK, AED, NOK, MYR, TRY, CLP, SGD, ARS, UAH, SAR, RUB, TWD, ILS, NZD, PHP, HUF, VND, and more.
⚡ Popular Workflow Examples
1. Automated Invoice Processing from Google Drive
Trigger: New file in Google Drive → Action: Veryfi Extract Data from Invoice → Result: Send structured data to QuickBooks or Xero
2. Bank Statement OCR from Email
Trigger: New email with PDF → Action: Veryfi Extract Data from Bank Statement → Result: Push transaction data to Excel or Airtable
3. Auto-Classify Documents in Box
Trigger: New file in Box → Action: Veryfi Classify Document → Result: Route to appropriate folders automatically
4. Expense Report Automation
Trigger: Receipt uploaded to Dropbox → Action: Veryfi Extract Data from Receipt → Result: Create expense entries in Expensify
5. KYC/Identity Verification
Trigger: Form submission with ID upload → Action: Veryfi Extract Data from Driver's License → Result: Pre-populate CRM forms
🔍 Troubleshooting & Best Practices
Why isn't my Zap triggering?
Common Issues & Solutions:
File Format: Ensure documents are in supported formats, OR the submission format is enabled for your Veryfi account ( refer to this FAQ)
File Size: Check files are under 20MB
API Limits: Verify you haven't exceeded the monthly quota for your Plan
Credentials: Confirm API keys are correct
Usage & Cost Monitoring
Veryfi Portal: Check API Usage Meter in your dashboard
Zapier Task History: Monitor successful/failed Zap runs
Getting Help
Veryfi Support: faq.veryfi.com | [email protected]
Zapier Support: help.zapier.com | community.zapier.com
Developer Resources
API Documentation: docs.veryfi.com