Fax From HubSpot Workflows — Using a Webhook Action and Our API

How it works

A HubSpot workflow enrolls a record on some trigger — a deal reaching a stage, a ticket closing, a form submission — and then runs an action. The webhook action sends the enrollment payload to a URL you choose; point it at a tiny relay that adds your bearer key and reshapes the payload into a /v1/faxes call. If you have Operations Hub, the custom-code action skips the relay: it runs your JavaScript or Python inline, so it can read the record's document link and POST directly to our API. Either way you pass the recipient number and a document_url, and you can write the returned fax id back onto the HubSpot record with a property-update action.

What you can do

• ✓Trigger a fax when a HubSpot deal, ticket, or form event fires a workflow
• ✓Use the workflow webhook action to hand the event to a relay that calls our API
• ✓Or use an Operations Hub custom-code action to POST to /v1/faxes directly
• ✓Pass a document_url so the file is fetched instead of encoded in the workflow
• ✓Write the fax id back to a HubSpot property for reporting
• ✓Register a webhook so fax.delivered updates the record automatically

Setup steps

1. 1Put the Send FAX Mail account on Business or Enterprise and create a key at /dashboard/developers
2. 2In HubSpot, build a workflow with the trigger that should send a fax
3. 3Add a webhook action to a relay, or a custom-code action if you have Operations Hub
4. 4Have that action POST the recipient number and a document_url to /v1/faxes
5. 5Capture the fax id and store it with a property-update action
6. 6Register a webhook endpoint and subscribe it to fax.delivered and fax.failed

Example

// HubSpot Operations Hub custom-code action (Node)
const res = await fetch("https://www.sendfaxmail.com/v1/faxes", {
  method: "POST",
  headers: {
    Authorization: "Bearer sfm_live_xxxxxxxx",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    to: event.inputFields.faxNumber,
    document_url: event.inputFields.documentUrl,
  }),
});

HubSpot Fax — FAQ