OpenText Cloud Fax - Braze Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Braze

1. Fax-Based Consent Capture Triggering Braze Customer Journeys

Data flow: OpenText Cloud Fax ? Braze

Organizations in regulated industries often receive signed consent forms, enrollment documents, or authorization requests by fax. When OpenText Cloud Fax receives a faxed consent document, the integration can extract key metadata such as customer ID, consent type, and effective date, then update Braze profiles or custom attributes. Braze can then trigger compliant onboarding, renewal, or re-engagement campaigns only after consent is confirmed.

Business value: Reduces manual review, improves compliance, and ensures customer communications start only after valid authorization is captured.

2. Faxed Application or Claim Status Updates Feeding Personalized Messaging

Data flow: OpenText Cloud Fax ? Braze

In healthcare, insurance, or government workflows, customers may submit applications, claims, or requests by fax. Once the fax is received and classified in OpenText Cloud Fax, the status can be pushed to Braze to update the customer record. Braze can then send personalized notifications such as application received, missing documents, or next-step reminders through the appropriate digital channel.

Business value: Improves customer experience by reducing uncertainty and call center volume while keeping communications timely and personalized.

3. Braze Campaign Responses Generating Fax Follow-Up for Regulated Documents

Data flow: Braze ? OpenText Cloud Fax

When a Braze campaign identifies a customer who needs to complete a regulated form, the platform can trigger a fax workflow to send the required document package through OpenText Cloud Fax. This is useful for customers who prefer or are required to use fax for legal, medical, or government documentation. The fax can include prefilled forms, instructions, and return details.

Business value: Extends digital engagement into fax-dependent processes, increasing completion rates for critical paperwork.

4. Fax Delivery Confirmation Updating Engagement and Follow-Up Logic in Braze

Data flow: OpenText Cloud Fax ? Braze

OpenText Cloud Fax delivery receipts can be integrated into Braze to confirm that a document was successfully sent or received. Braze can use this event to suppress duplicate reminders, trigger follow-up messages, or escalate to a human agent if a fax fails. This is especially useful for time-sensitive communications such as policy notices, medical referrals, or legal filings.

Business value: Reduces redundant outreach, improves operational control, and supports exception handling across teams.

5. Faxed Opt-Out or Preference Changes Synchronizing with Braze Audience Segments

Data flow: OpenText Cloud Fax ? Braze

Some organizations still receive customer preference changes, opt-out requests, or communication restrictions by fax. OpenText Cloud Fax can capture these requests and pass them to Braze to update subscription status, communication preferences, and audience segments. Braze then automatically excludes those contacts from future campaigns or routes them into compliant communication paths.

Business value: Helps maintain accurate preference management and reduces compliance risk in outbound marketing.

6. Fax-Driven Case Escalation with Braze Notification Orchestration

Data flow: OpenText Cloud Fax ? Braze

When a faxed document indicates a high-priority event such as a complaint, dispute, urgent request, or missing compliance document, OpenText Cloud Fax can send the event to Braze. Braze can then orchestrate a multi-step response, including customer notifications, internal alerts, and timed reminders until the issue is resolved.

Business value: Speeds up resolution, improves service consistency, and gives operations teams a structured follow-up process.

7. Bi-Directional Document Completion Workflow for Enrollment and Service Requests

Data flow: Braze ? OpenText Cloud Fax

Braze can identify customers who have started but not completed a process such as enrollment, benefits activation, or service authorization. It can send reminders and instructions, while OpenText Cloud Fax handles the secure transmission of the required forms and returns. Fax receipt status can then be sent back to Braze to advance the customer journey automatically.

Business value: Creates a closed-loop workflow that improves completion rates and reduces manual tracking across marketing, operations, and compliance teams.

8. Fax Archive Events Enriching Braze Profile History for Better Segmentation

Data flow: OpenText Cloud Fax ? Braze

Archived fax events from OpenText Cloud Fax can be used to enrich Braze customer profiles with interaction history, document submission timestamps, and service milestones. This data helps marketing and service teams segment audiences more accurately, such as identifying customers who recently submitted a claim, requested a form, or completed a renewal by fax.

Business value: Improves segmentation accuracy, supports more relevant messaging, and gives teams a fuller view of customer activity across channels.