Integrating Fax.Plus with Microsoft SharePoint via Zapier offers you the flexibility to customize your file organization upon receiving faxes allowing for efficient document sharing and team collaboration. Moreover, you can initiate fax transmissions directly from within Microsoft SharePoint, eliminating the need to switch between applications and streamlining your workflow.
This integration enhances file management, simplifies fax communication, and optimizes your overall productivity within the SharePoint environment.
Follow these steps to integrate Fax.Plus with SharePoint via Zapier to begin your workflow automation:
- Log in to your Zapier account and navigate to the dashboard. Click on the Create a Zap button to begin setting up your integration. Zaps are workflows that connect your apps to automate repetitive tasks.
- Choose Fax.Plus as the Trigger App and select the Trigger Event you want to use, such as "New Fax Received." A Trigger is an event that starts a Zap. A pop-up will appear where you will need to authenticate access to your Fax.Plus account to retrieve fax-related information.
- Next, choose Microsoft SharePoint as the Action App. Select the Action Event you want to perform in SharePoint, such as "Create a List.” You will also need to authenticate Zapier access to your Microsoft environment.
- Test your Zap to ensure that it is functioning as expected.
- Once confirmed, activate your Zap to begin the integration between Fax.Plus and Microsoft SharePoint.
Note: You have the flexibility to choose either Fax.Plus or Microsoft SharePoint as a Trigger or Action App within Zapier to control your document organizing according to your liking. Refer to images below.
By integrating Fax.Plus with Microsoft SharePoint through Zapier, you can seamlessly incorporate fax-related activities into your SharePoint collaboration environment, enhancing communication, workflow efficiency, and team coordination. Here are some examples of use cases:
- When a new fax is received in Fax.Plus, Zapier can automatically save the fax document in your preferred location in SharePoint, ensuring that all fax documents are easily accessible within your SharePoint environment. This centralizes document storage and allows for efficient collaboration.
- Automate the process of sending faxes by leveraging SharePoint lists. Whenever a new list or list item is created or updated in SharePoint, you can trigger a workflow that initiates the sending it as a fax through Fax.Plus.