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How does Zapier integration work?

To define an automatic workflow between FAX.PLUS and other software, you are required to create a Zap on the Zapier website. In the Zap editor, you can select the trigger app, trigger, action app(s), action(s), and apply any optional filters.

To create a Zap, Make sure you have upgraded your FAX.PLUS plan to enterprise, you have created a free Zapier account and then:

  1. Log in to your Zapier account and click on the Make a Zap button
  2. Select the application you wish to use as the trigger. If you select the FAX.PLUS application, you may be redirected to the FAX.PLUS website to authorize the access. 
  3. Choose the trigger event that triggers your Zap and customize available items
  4. Select the application you want to use as the action and connect it to your Zapier account
  5. Set up the action based on your requirements 
  6. Test the Zap and turn it on
Updated on June 24, 2020

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