1.Detects new received fax
Integrate Phaxio and fax intake tools to trigger on new received fax events.
Add received fax to client matter and notify owner
Automatically watch for new received faxes in Phaxio across Google Drive, Pipedrive, and Google Sheets. Create a matched matter record with an attached fax, plus a logged intake entry when needed—so you avoid manual capture and missed routing.
How this automation matches faxes to matters
When new faxes arrive, delays can stall intake and create incomplete matter records. This automation captures incoming faxes, extracts a candidate client name, and links files to deals while logging every outcome—so your team can act fast.
Phaxioor swap with your favorite app
2.Uploads incoming fax to Drive
Integrate Google Drive and file storage folders to upload fax files into the Incoming Faxes folder.
Googleドライブor swap with your favorite app
3.Extracts candidate client name
Integrate Google AI Studio (Gemini) and AI extraction tools to send the Drive file for a candidate client full name.
Google AI Studio（ジェミニ）or swap with your favorite app
4.Finds matching deal by name
Integrate Pipedrive and CRM matching tools to find the matching matter deal and return owner details.
パイプドライブor swap with your favorite app
5.Attaches fax or creates intake
Integrate Pipedrive and activity tracking tools to attach the fax to the deal or create an intake activity.
6.Logs fax outcome in worksheet
Integrate Google Sheets and reporting tools to add a row for the fax details and linked deal status.
Google Sheetsor swap with your favorite app
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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