SRFax
CommunicationConnect AI agents to SRFax, the internet fax service many clinics and offices still receive referrals and orders through. Agents catch each inbound fax as a PDF, send faxes and broadcasts, follow delivery, and keep the inbox's read state in step with what has been filed.
What This Integration Enables
SRFax is the fax inbox a lot of clinics and offices already run their intake on. Referrals, records and orders arrive there every day. This connector turns that inbox into a work queue an agent can clear. On New Inbound Fax checks the inbox on a schedule, because SRFax has no instant notification for received faxes. Each new fax reaches the flow with its PDF already saved to FlowRunner file storage.
The trigger never changes a fax's read status, which leaves the read flag free to mean something. FlowRunner agents mark a fax read once it is filed, and mark it unread to send it back to the team. They also send faxes and broadcasts from file storage, follow delivery with Get Fax Status, and list sent and received faxes by date. Delete Faxes is permanent, so the agent prepares deletions and a person approves them. When a fax is unclear, the agent stops and asks a person on Slack, email, WhatsApp or phone.
Without FlowRunner
With FlowRunner
Use Case Scenarios
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Referral intake into the chart
A referral lands on the clinic's intake line. On New Inbound Fax fires with the PDF, the sender's number and the page count. The agent reads the patient's name, date of birth and the referring office, then calls Search Patients in DrChrono. On a single clear match it files the PDF with Upload Document to Patient Chart and creates a call-to-schedule task. Then it calls Mark Fax as Read or Unread to mark the fax read in SRFax. A referral it cannot match goes to the intake lead as an automation exception, and the fax stays unread.
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Outbound faxes that did not arrive
A care coordinator's flow sends a referral packet with Send Fax, which takes PDFs, Word files and images from file storage, with an optional cover page. The agent checks Get Fax Status until it reads Sent or Failed. On a failure, the status carries the reason, such as No Answer or Busy. The agent emails the coordinator through Gmail with the reason and the number dialled, and the coordinator decides whether to resend or call the office.
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Inbox cleanup on a schedule
At month end, the agent calls List Received Faxes for the closed month, filtered to read faxes. It checks each one against the record of what was filed, and confirms the PDF exists in storage. The faxes that pass make up a deletion list for Delete Faxes. Faxes that are read but have no filing record go back to unread with Mark Fax as Read or Unread, so the team sees them again.
Human-in-Loop Highlight
The gate is on Delete Faxes, because SRFax deletes permanently and the connector has no restore. How long a practice keeps faxed records is the practice's decision, not the agent's. So at month end the agent posts its proposal to the office manager in Slack: "October cleanup: 412 received faxes are read, filed in DrChrono, and have a copy in storage. 6 faxes are read but have no filing record, so I have marked them unread for the team. Delete the 412 from SRFax now, keep them another month, or show me the list?" Nothing is deleted until the office manager answers, and the platform records who approved the purge. This is human-in-the-loop on the only call in this connector that cannot be taken back.
Agent Capabilities
7 actionsSending
3- Send Fax Queues a fax to one or more fax numbers, with documents from FlowRunner file storage and an optional cover page. Several numbers go out as one broadcast. Returns the Fax ID used to follow delivery.
- Get Fax Status Reads the delivery status of a sent fax: In Progress, Sent, Failed or Sending Email, with times, page count and, for a failed fax, the reason. Used to follow a send to its end and act on failures.
- List Sent Faxes Lists the faxes sent in a date range with status, times, recipient number, page count and subject. Used for daily send reports and to find failures across a team.
Inbox
4- List Received Faxes Lists the faxes received in a date range, or the whole inbox, optionally only unread or read ones. Used for backlog catch-up and for month-end cleanup lists. SRFax returns the whole range at once, without paging.
- Download Fax Downloads a received or sent fax as PDF or TIFF into FlowRunner file storage and returns the file's URL. Can also mark the fax read in SRFax. Used to pull older faxes into a flow.
- Mark Fax as Read or Unread Marks a received or sent fax as read or unread in SRFax. Used to record that a fax has been filed, or to put it back in the team's unread queue.
- Delete Faxes Permanently deletes one or more received or sent faxes from SRFax. This cannot be undone, so FlowRunner flows run it only after a person approves the list.
Triggers
1 triggersEvent Triggers
1- On New Inbound Fax Fires once for each new fax received by the SRFax account, with the sender number, receive time, page count and the PDF saved to FlowRunner file storage. It starts intake and routing flows. It checks the inbox on a schedule and does not change the fax's read status. The first check only records faxes already there.
Frequently asked questions
What can FlowRunner do with SRFax?
FlowRunner agents can run Send Fax, Get Fax Status, and List Received Faxes in SRFax, plus 4 more actions.
Does connecting SRFax to FlowRunner require OAuth?
No. SRFax connects to FlowRunner with basic authentication (a username and password), no OAuth flow required.
Can SRFax trigger a FlowRunner workflow automatically?
Yes. SRFax supports 1 trigger that can start a FlowRunner workflow automatically.
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