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Fax from Your CRM with Fax.Plus

Connect Fax.Plus to your CRM using Zapier or the Fax.Plus API to automate fax workflows. Native integrations with Salesforce and HubSpot are coming soon.
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CRM Faxing

Fax.Plus CRM Integration

All Fax Functions In Your Own App

Automate and Simplify Workflows

Automate fax tasks to save time, reduce errors, and boost productivity. Automatically send confirmation or follow-up faxes when updating customer or patient data in your CRM.
Extremely Secure Solution

Ensure HIPAA-Compliant Faxing

Safely send sensitive patient information (PHI) directly from your CRM. Perfect for healthcare providers needing secure, compliant faxing for patient referrals, lab results, and medical records.
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Enhanced Record-Keeping

Store sent and received faxes directly within your CRM for easy tracking and improved documentation accuracy.

Powerful Fax API for CRMs

Fax.Plus provides a robust yet simple-to-use fax API compatible with popular development platforms like JavaScript, Node.js, Ruby, Python, and Java. Easily authenticate using OAuth 2.0 or personal access tokens (PATs) and integrate comprehensive fax capabilities into your software.

Utilize our detailed API documentation to create customized fax solutions, leverage RESTful APIs, and integrate real-time notifications through Webhooks.

1const axios = require('axios');
2const OutboxApiFp = require('@alohi/faxplus-api').OutboxApiFp;
3const Configuration = require('@alohi/faxplus-api').Configuration;
4
5const config = new Configuration({
6    accessToken: accessToken,
7    basePath: 'https://restapi.fax.plus/v3',
8    // Header required only when using the OAuth2 token scheme
9    baseOptions: {
10        headers: {
11          "x-fax-clientid": clientId,
12        }
13    }
14});
15
16async function sendFax() {
17    const reqParams = {
18        "userId": '13d8z73c',
19        "payloadOutbox": {
20            "comment": {
21                "tags": [
22                    "tag1",
23                    "tag2"
24                ],
25                "text": "text comment"
26            },
27            "files": [
28                "filetosend.pdf"
29            ],
30            "from": "+12345667",
31            "options": {
32                "enhancement": true,
33                "retry": {
34                    "count": 2,
35                    "delay": 15
36                }
37            },
38            "send_time": "2000-01-01 01:02:03 +0000",
39            "to": [
40                "+12345688",
41                "+12345699"
42            ],
43            "return_ids": true
44        }
45    }
46    const req = await OutboxApiFp(config).sendFax(reqParams);
47    const resp = await req(axios);
48}
49
50sendFax()
from faxplus import ApiClient, OutboxApi, OutboxComment, RetryOptions, OutboxOptions, OutboxCoverPage, PayloadOutbox
from faxplus.configuration import Configuration

outbox_comment = OutboxComment(tags=['tag1', 'tag2'],
    text='text comment')

retry_options = RetryOptions(count=2, delay=15)

outbox_options = OutboxOptions(enhancement=True, retry=retry_options)

outbox_cover_page = OutboxCoverPage()

payload_outbox = PayloadOutbox(from='+12345667',
    to=['+12345688', '+12345699'],
    files=['filetosend.pdf'],
    comment=outbox_comment,
    options=outbox_options,
    send_time='2000-01-01 01:02:03 +0000',
    return_ids=True,
    cover_page=outbox_cover_page)

conf = Configuration()
conf.access_token = access_token
# header_name and header_value required only when using the OAuth2 token scheme
api_client = ApiClient(header_name='x-fax-clientid', header_value=client_id, configuration=conf)
api = OutboxApi(api_client)
resp = api.send_fax(
    user_id='13d8z73c',
    body=payload_outbox
)
<?php

require 'vendor/autoload.php';

$headers = array(
    'Accept' => 'application/json',
    'Authorization' => 'Bearer {access-token}',
    // The x-fax-clientid header is required only when using the OAuth2 token scheme
    'x-fax-clientid' => '{client ID}',
);

$client = new GuzzleHttp\Client();

// Define array of request body.
$request_body = ...;  // See request body example

try {
    $response = $client->request('POST','https://restapi.fax.plus/v3/accounts/{user_id}/outbox', array(
        'headers' => $headers,
        'json' => $request_body,
        )
    );
    print_r($response->getBody()->getContents());
 }
 catch (GuzzleHttp\Exception\BadResponseException $e) {
    // handle exception or api errors.
    print_r($e->getMessage());
 }

 // ...
package main

import (
       "bytes"
       "net/http"
)

func main() {

    headers := map[string][]string{
        // The x-fax-clientid header is required only when using the OAuth2 token scheme
        "Content-Type": []string{"application/json"},
        "Accept": []string{"application/json"},
        "Authorization": []string{"Bearer {access-token}"},
        "x-fax-clientid": []string{"YOUR CLIENT_ID"}
    }

    data := bytes.NewBuffer([]byte{jsonReq})
    req, err := http.NewRequest("POST", "https://restapi.fax.plus/v3/accounts/{user_id}/outbox", data)
    req.Header = headers

    client := &http.Client{}
    resp, err := client.Do(req)
    // ...
}
CRM Faxing

CRM Fax Integrations with Zapier, API & More

Salesforce Fax Integration Coming Soon

A native Fax.Plus integration with Salesforce is coming soon. In the meantime, you can connect Salesforce workflows through Zapier or build a custom integration with the Fax.Plus API.

HubSpot Fax Integration Coming Soon

A native Fax.Plus integration with HubSpot is coming soon. Until then, you can connect HubSpot workflows through Zapier or create a custom integration with the Fax.Plus API.
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Zoho CRM Fax Integration

Connect Fax.Plus with Zoho CRM through Zapier to automate fax workflows. Use supported CRM events to trigger fax sending, or start follow-up actions in Zoho CRM when a new fax is received.

Pipedrive Fax Integration

Connect Fax.Plus with Pipedrive through Zapier and configure fax workflows using the triggers and actions available for your setup.

Microsoft Dynamics Fax

Connect Fax.Plus with Microsoft Dynamics 365 CRM through Zapier. Use supported CRM events to trigger fax sending, or create CRM records when new faxes arrive.

Integrate via Zapier for More Options

You can also connect Fax.Plus to hundreds of other applications through Zapier, enabling even greater automation and flexibility in your faxing workflows.

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Without code

Automate all your manual fax tasks, no code.
Dedicated Support

Custom flows

Create custom workflows that save you hours.
Endless possibilities

Connect apps

Connect with the 5,000+ apps your team uses.
Keep Your Current Fax Numbers

Stays synced

Keep your CRM and fax records always synced.
pairing fax.plus with crm apps in zapier

FAQ

Can I send and receive faxes directly from my CRM?

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You can connect your CRM workflows to Fax.Plus through Zapier or a custom API integration. How your team sends faxes, handles incoming faxes, and records activity in the CRM depends on the workflow you configure.

Which CRMs does Fax.Plus integrate with?

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Fax.Plus works with Zoho CRM, Pipedrive, Microsoft Dynamics, and thousands of other apps through Zapier. Native integrations with Salesforce and HubSpot are coming soon.

How do I connect Fax.Plus to my CRM?

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There are two paths. For a no-code setup, use the Zapier integration to link Fax.Plus to your CRM and build automated faxing workflows in minutes. For deeper or fully customized connections, use the Fax.Plus API.

Does Fax.Plus offer a fax API for custom CRM integrations?

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Yes. The Fax.Plus REST API supports JavaScript, Node.js, Ruby, Python, and Java, with OAuth 2.0 or personal access token (PAT) authentication and real-time Webhook notifications. Full documentation is available at apidoc.fax.plus.

Can I automate faxes based on CRM events or triggers?

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Yes. You can trigger faxes automatically from CRM events, for example sending a confirmation or follow-up fax when a contact or patient record is updated, and log incoming faxes as CRM activities to streamline your workflow.

Is faxing from a CRM HIPAA compliant?

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Yes. Fax.Plus is HIPAA compliant, so you can send protected health information (PHI) such as patient referrals, lab results, and medical records directly from your CRM. A Business Associate Agreement (BAA) is available for healthcare organizations.

Do not route protected health information (PHI) through Zapier. Zapier does not support HIPAA-regulated data or sign business associate agreements.

Do I need a specific plan to use Fax.Plus with my CRM?

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Yes. CRM integration through the Fax.Plus API or Zapier is available on the Enterprise plan, which also includes HIPAA compliance with a signed BAA, SSO, and data residency. You can review what each plan covers on the Fax.Plus pricing page.

Explore more ways to fax

Fax.Plus connects to the apps your team already runs on, plugs into your own systems through our API and Zapier, and keeps every document secure for regulated workflows.

Discover everything you can do with Fax.Plus

Want to see how our cutting-edge faxing solution can help your business?
Schedule a demo and one of our representatives will contact you for a customized demonstration.

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