10 available actions
What your AI agent can do in Invofox
Invofox extracts structured data and OCR text from invoices and other business documents and supports document-processing workflows. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 10 actions.
Common starting points
- Get DocumentGet one processed document with extracted fields, confidence, processing metadata, and signed source or image URLs.
- Get Document TextReturn plain OCR text for each page of a processed document.
- Create CompanyCreate a managed company collection used to organize document processing.
- Update DocumentCorrect extracted document fields, update client metadata, or do both for an existing processed document.
- Set Document StateMove a document to pending correction, approved, discarded, or exported.
- Delete CompanyPermanently delete one managed company by ID.
Browse all 10 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 5 actions
- Get DocumentGet one processed document with extracted fields, confidence, processing metadata, and signed source or image URLs.
- Get Document TextReturn plain OCR text for each page of a processed document.
- Get ImportGet an asynchronous import's status, document count, and file processing records after documents were queued.
- List CompaniesFind managed companies by country, tax ID, or name using bounded offset pagination.
- List DocumentsFind processed documents using extraction-field filters, sorting, field selection, and bounded offset pagination.
Create & communicateCreate records or send supported messagesView 1 action
- Create CompanyCreate a managed company collection used to organize document processing.
Update & manageChange and manage existing recordsView 2 actions
- Set Document StateMove a document to pending correction, approved, discarded, or exported.
- Update DocumentCorrect extracted document fields, update client metadata, or do both for an existing processed document.
Remove & cancelRemove records or cancel supported workView 1 action
- Delete CompanyPermanently delete one managed company by ID.
Other actionsSpecialist and administrative actions.View 1 action
- Process Documents by URLQueue one or more documents from public HTTPS URLs for asynchronous extraction.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Invofox
How does the agent connect to Invofox?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Invofox?
The page above lists the 10 actions currently available through the Invofox connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Invofox included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Invofox is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Invofox to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.