For automatic uploading of received faxes to Dropbox, the integration of Zapier is necessary.
Follow these steps to automatically upload your documents to Dropbox:
Step 1: Set up your trigger via Zapier
- Log in to your Zapier account, and click on the Make a Zap button.
- Choose Fax.Plus as the Zap trigger (if you don't see Fax.Plus in the list, type the name).
- Choose "New Fax Received" as the trigger event and click on Continue.
- Click on Sign in to Fax.Plus to grant permission to Zapier to manage your Fax.Plus account. You will be redirected to Fax.Plus website to grant permission.
- Click on Continue, and then click on Test Trigger to make your trigger is set up correctly.
- Click on Continue to finish setting up the trigger.
Step 2: Set up your action via Zapier
- Choose Dropbox in the list of available applications.
- Choose "Upload File" as the action event and click on Continue.
- Click on Sign in to Dropbox button to grant Zapier the required permission. You will be redirected to Google website to grant permission.
- Click on the folder and specify the folder you wish to upload your received fax files.
- Click on the file, and choose File (Exists but not shown).
- Choose the desired file name, and then click on Continue.
- Click on Test & Continue, and then turn on your Zap.