Cross-verticalAutomate eFax with Caddi AI Agents
Built for professional services teams.
Yes, Caddi integrates with eFax. It runs 6 supported actions in eFax, including fax received, fax delivered, and fax failed, and connects it to SRFax, Clio, and NetDocuments. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.
The differenceMost eFax integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across eFax and every tool it touches, including the screens with no API.
Supported actions6
- Fax receivedTriggers when an inbound fax arrives.
- Fax deliveredTriggers when an outbound fax is delivered.
- Fax failedTriggers when an outbound fax fails to send.
- Send faxSend a document to a fax number.
- Download faxFetch the image and details of a received fax.
- Search faxesFind sent or received faxes by date or number.
Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.
How to automate eFax
Connect eFax to Caddi
Allow1Sign in to eFax
One click with your own eFax login. No API keys.
Automate file inbound faxes in eFax.
ScreenshareType it2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
- Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.
What Caddi does with eFax
Why teams automate eFax
eFax moves the firm's fax traffic online, and law firms, wealth managers and insurers still fax intake forms, records and signed documents every day. Caddi AI Agents file what comes in and send what goes out, so no fax sits in an inbox waiting for someone to sort it.
Inbound faxes arrive as attachments someone has to open, identify and file, and outbound faxes get sent one at a time by hand. Caddi reads each inbound fax, files it to the right record, and sends outbound faxes straight from the workflow.
Loops Caddi runs against eFax
File inbound faxes
Recommended patternCaddi reads each inbound eFax, identifies the client or matter, and files it in the right system.
Extract and update records
Recommended patternCaddi pulls the fields from a faxed form and updates the client record in the CRM.
Send from workflow
Recommended patternCaddi sends the outbound eFax and confirms delivery back in Outlook.
Where professional services teams use it
Inbound triage
Watch eFax for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep eFax in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using eFax alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right eFax update by email, Slack, or Teams, and capture approvals back into the originating record.
Questions about automating eFax
Does Caddi have a real eFax integration?
Yes. Caddi runs verified code against eFax's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for eFax is reviewed before it runs in production.
Do I need engineering help to automate eFax with Caddi?
No. You demonstrate the workflow, clicking through eFax the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.
Is my eFax data safe?
Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against eFax, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.
Can Caddi connect eFax to the rest of my stack?
That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating eFax, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.
How do I find what to automate in eFax?
Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.
Ready to automate eFax?
Drop your work email and we'll show you Caddi running end-to-end against eFax and the rest of your stack.