Notify clients to authorize credit card fees via Cognito Forms and send fax with RingCentral

Send faxes to clients requesting credit card authorization for fees when their entry status requires action. Use Cognito Forms to track updates and Filter by Zapier to ensure only relevant requests are processed.

Notify clients to authorize credit card fees via Cognito Forms and send fax with RingCentral

Workflow preview:

Zap details:

Overview

Send faxes to clients requesting credit card authorization for fees when their entry status requires action. Use Cognito Forms to track updates and Filter by Zapier to ensure only relevant requests are processed.

Notify clients to authorize credit card fees via Cognito Forms and send fax with RingCentral