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HOW ZAPIER FAX INTEGRATION WORKS

fax automation with zapier

Optimize workflows with Zapier integration

Zapier makes it easy to automate tasks between apps. Create chains of automated workflows by setting triggers and actions—no code required.

With Zapier fax, you can easily send, receive, and manage faxes from various applications without switching platforms. Extract data and sync automatically between iFax and your EMR, EHR, and CRM tools.

With Zapier, you can integrate iFax with thousands of apps, the possibilities are endless.

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Leverage iFax triggers to automate tasks on Zapier

A trigger is an event or condition that initiates a Zap. When the trigger is fired, the action runs automatically.

To connect iFax, log in to your account so Zapier can access your faxes. Here’s what to do next:

  1. Click Create Zap and choose iFax as the trigger application.
  2. Click Create Zap, select iFax as the trigger app, and choose a trigger event—like New Fax Received or New Fax Sent. For example, use New Fax Received to trigger an email notification whenever a fax comes in.
  3. Click Test triggers to ensure the Zap is connected to your iFax account.
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Zapier Integration
Zapier Fax Integration

Set up the appropriate action to finalize integration

Once your trigger is set, connect the app where you want to send your iFax data. Let’s use Gmail as an example.

  1. Connect the Gmail account you want to use for the Zap.
  2. Select the action events you want to perform with your Zap, such as: Create a draft, Send an email, Reply to an email, or Find an email
  3. Fill in the necessary details, such as the email subject and body.
  4. Once your setup is complete, test the Zap to ensure it’s working before turning it on.
  5. After publishing your Zap, Zapier will execute your chosen action automatically whenever iFax triggers an event.

Create as many triggers and actions as you need. With Zapier and iFax, integration is as simple as it can be.

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