Zoho Custom Function - Auto faxing from CRM - Upwork
On-siteBritish Columbia, Canada
Job Summary
Develop a Zoho Custom Function to automate document faxing directly from the CRM by pulling client data and applying conditional logic to select specific attachments based on field values. Integrate with TELUS Business Connect or an alternative faxing API to transmit templates containing names, addresses, and phone numbers upon a single button click. Ensure the solution provides real-time confirmation that the fax was successfully sent to the correct number stored in the client record. This project aims to replace manual printing and faxing processes, reducing time spent on routine communications.
Required Qualifications
- Zoho Creator
- Zoho CRM
Desired Qualifications
- TELUS Business Connect
- faxing from computers
- API for another website that allows faxing
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