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Storage, ECM & CRM Integration
Route every fax into your systems of record.
WestFax connects secure cloud fax to the storage, document management, and CRM platforms your team already depends on. Inbound faxes file themselves to the right folder, repository, or record — and the documents you send flow out the same way, with no one re-keying or dragging files.
Tell us where your documents need to live and our team will map the route.
How we deliver
Delivered directly into your system — however it connects.
The way WestFax reaches your system differs by platform — an API here, an SMTP submission there — but the result is always the same: the fax lands inside the system you already run. We map how your documents need to move, then connect the path that fits.
Direct API delivery
WestFax delivers straight into the platform through its API — the path used for Dropbox, Azure Blob, Google Drive, and Google Cloud Storage. Documents land the moment they arrive.
See systems we connect →HTTPS submission
Documents are posted securely to the destination over encrypted HTTPS — the method behind direct delivery into Amazon S3.
SMTP submission
Faxes are submitted into the system over secure SMTP — the path used to land documents in SharePoint libraries where your teams already work.
FTP / SFTP & network folders
Drop documents to an FTP or SFTP endpoint, or write them to a local or network folder (UNC path) on your network — where an ECM like OnBase can pick them up.
AI metadata, attached
With Comprehend, inbound faxes are OCR’d and key fields extracted, then attached as a structured metadata file alongside the document — so downstream systems route on real data.
See how Comprehend works →Cloud Fax Toolkit — custom routing
Don’t see your system? The Cloud Fax Toolkit delivers to the destinations, file-name templates, and rules unique to your environment. If a system can ingest a document, we can almost always route to it.
Explore the Cloud Fax Toolkit →Don’t see your system? We connect to virtually anything. Tell us where your documents need to live and we’ll map the route.
Talk to salesEvery storage, ECM, and CRM integration runs on a WestFax enterprise account.
Integration directory
Connect the systems you already run.
Find your platform to see how WestFax delivers into it. Don’t see yours? We integrate with virtually any storage, document, or routing target through the Cloud Fax Toolkit — just ask.
Search the cloud storage, ECM, and CRM systems WestFax delivers into. Don’t see yours? We route documents to nearly any system.
Nothing matches that search. Map my integration →
Beyond storage and ECM, WestFax connects the rest of your stack — custom routing targets, your EHR, printers, and identity. Explore by system.
OnBase by Hyland
Built for teams that route downstream from OnBase.
OnBase runs the document workflows behind a lot of healthcare organizations — and those documents rarely stop there. WestFax delivers every fax into OnBase already structured, so the work downstream routes itself — HIPAA-ready and BAA-backed.
WestFax Comprehend™
Not just a document — structured data, attached.
Inbound faxes, turned into structured data.
OCR + extraction → a metadata file, delivered alongside the document.
Comprehend turns the fax from a flat image into clean, structured fields written into a metadata file beside it. Your storage, ECM, and downstream systems read those fields directly — cutting manual entry and the errors that come with it. WestFax delivers the document; Comprehend attaches the data.
See Comprehend in a demoPowered by the Cloud Fax Toolkit
The routing engine behind every connection.
A delivery method gets a fax into one system. The Cloud Fax Toolkit is what turns that into managed, rules-based routing — conditional destinations, custom file-name templates, optional metadata files, and the custom targets unique to your environment. It’s how WestFax connects to virtually anything.
Enterprise · Cloud Fax Toolkit
One layer, every destination
The same Windows-based integration layer that connects EHRs, MFP fleets, and on-prem systems to WestFax is what delivers your faxes into storage, ECM, and CRM — with conditional routing, custom file names, and metadata files, without disrupting the workflows your teams already run.
- Conditional Routing
- Custom File Names
- Metadata Files
- Custom Destinations
Your path to go-live
Four steps. No surprises.
Live when you’re ready.
You define where your documents need to live. We build the route around it.
Map my integrationWalk us through your stack
You show us the systems — storage, ECM, CRM, the folders and databases downstream — and how documents need to move. We document every destination and the fields that matter.
Approve the approach
We recommend the delivery method per system — API, HTTPS, SMTP, FTP, folder, or custom routing — plus any Comprehend extraction. You review and approve before any configuration begins.
Configure & validate
We stand up the connection, wire the routing and any metadata extraction, and test against real fax traffic. Delivery into your system is verified before launch.
Go live on your timeline
You decide when to cut over. We stay alongside for tuning as destinations, volume, and routing rules evolve.
Security & Compliance
Compliant by Design
The documents you’re routing into storage can carry the most sensitive data your organization holds. WestFax holds the certifications to protect it in transit and at rest — and we’ll sign the paperwork to back it.
R2 Certified
Compliant · BAA available
Type II Audited
Compliant
- PCI DSS
- CJIS
- GLBA
- FERPA
- TX‑RAMP
Every document travels over TLS 1.2 encrypted HTTPS to the WestFax cloud and on to your system — with strict role-based access and complete audit trails. Searchable, OCR’d PDFs land ready for the system of record.
Discuss security requirementsGet started
Let’s map your document delivery.
Tell us where your documents need to land — cloud storage, ECM, CRM, or somewhere custom — and how your team faxes today. Our team will scope the right route and show you what it looks like in your workflow.
FAQ
Frequently asked questions
WestFax delivers faxes directly into systems like Amazon S3, Azure Blob Storage, Google Cloud Storage, Google Drive, Dropbox, Microsoft SharePoint, and OnBase — and into CRMs like Salesforce and HubSpot. If a system can ingest a document, we can almost always route to it; if you don’t see yours, ask us.
Not really. WestFax connects different systems different ways — API, HTTPS, SMTP, FTP/SFTP, network folders, or fully custom routing through the Cloud Fax Toolkit. What you experience is the same either way: the fax lands inside the system you already run, automatically.
Yes — that’s WestFax Comprehend. It OCRs the inbound fax, extracts the fields your workflow needs, and attaches them as a structured metadata file alongside the document. Downstream systems — including ECMs like OnBase — can then classify and route on real fields instead of a flat image.
WestFax delivers faxes straight into your OnBase ingestion workflow, and Comprehend can attach a structured metadata file with each document. That’s especially valuable for medical teams routing documents downstream from OnBase — the next system reads real fields, not a scanned picture.
Yes. WestFax uploads inbound faxes directly into Azure Blob Storage through the Azure API — HIPAA-ready, over TLS 1.2, with OCR’d searchable PDFs, custom file-name templates, and post-upload notifications. No more downloading and re-uploading or stitching together a manual workflow.
Ready to map your stack?
Tell us where your documents need to live and how they move downstream. We’ll scope the right delivery method and get you live.
Yes. Storage, ECM, and CRM delivery — and the Cloud Fax Toolkit and Comprehend that power them — run on a WestFax enterprise account. Talk to sales and we’ll scope the right plan.
The named systems are just the common ones. Through the Cloud Fax Toolkit’s custom routing — plus FTP/SFTP and network-folder delivery — WestFax connects to virtually any storage, document, or routing target. Tell us what you run and we’ll map it.
Yes. Port your current numbers to WestFax or provision new local and toll-free numbers in minutes. Everyone who faxes you sees no change — the documents just start filing themselves.