OpenText Cloud Fax - Kentico Integration and Automation

Common Integration Use Cases Between OpenText Cloud Fax and Kentico

1. Secure fax submission from Kentico web forms to back-office teams

Data flow: Kentico ? OpenText Cloud Fax

Organizations can configure Kentico forms for regulated requests such as medical records requests, legal intake, or government service applications, then automatically route submitted documents to OpenText Cloud Fax for secure delivery to internal departments or external recipients that still require fax.

Business value: Reduces manual rekeying, speeds up processing, and ensures sensitive documents are transmitted through a compliant channel.

2. Fax-based document intake into Kentico-managed customer or case portals

Data flow: OpenText Cloud Fax ? Kentico

Incoming faxes such as signed consent forms, claim documents, or application attachments can be captured by OpenText Cloud Fax and pushed into Kentico as records, portal content, or workflow items for review and follow-up.

Business value: Creates a single digital intake process for fax and web submissions, improving visibility for customer service and operations teams.

3. Automated publishing of fax confirmation status in customer portals

Data flow: OpenText Cloud Fax ? Kentico

After a fax is sent from a business process, delivery status, timestamps, and confirmation details can be sent back to Kentico and displayed in a customer or partner portal. This is useful for claims, legal notices, and order documentation where proof of transmission matters.

Business value: Improves transparency, reduces support inquiries, and gives users self-service access to transaction status.

4. Trigger fax delivery from Kentico-driven campaign or service workflows

Data flow: Kentico ? OpenText Cloud Fax

When a Kentico workflow reaches a specific stage, such as approval of a request, completion of a form, or escalation of a case, the system can trigger OpenText Cloud Fax to send supporting documents to a fax-only recipient, such as a clinic, court, supplier, or agency.

Business value: Connects digital customer journeys with legacy communication requirements without manual intervention.

5. Store faxed documents as governed content in Kentico

Data flow: OpenText Cloud Fax ? Kentico

Faxed documents can be automatically indexed and stored in Kentico as controlled content assets or case attachments, making them available to authorized users across departments such as compliance, legal, and customer operations.

Business value: Centralizes document access, supports audit readiness, and reduces the risk of lost or misfiled fax records.

6. Personalized follow-up communications based on fax activity

Data flow: Bi-directional

Kentico can use fax events from OpenText Cloud Fax, such as successful delivery or failed transmission, to trigger personalized follow-up content, notifications, or next-step instructions in a portal or campaign journey. For example, a failed fax can prompt a user to upload the document digitally or contact support.

Business value: Improves customer experience, reduces process delays, and helps teams resolve exceptions faster.

7. Compliance-driven document distribution for regulated industries

Data flow: Kentico ? OpenText Cloud Fax and OpenText Cloud Fax ? Kentico

In healthcare, legal, or public sector environments, Kentico can manage the front-end request experience while OpenText Cloud Fax handles secure outbound distribution and inbound receipt of regulated documents. Both systems can exchange metadata such as request ID, recipient, delivery status, and document type.

Business value: Supports end-to-end compliance, improves traceability, and aligns digital experience teams with operational and legal requirements.

8. Campaign response handling for fax-preferred audiences

Data flow: Kentico ? OpenText Cloud Fax

For audiences that still rely on fax, Kentico can capture campaign responses, service requests, or order forms and send them through OpenText Cloud Fax to the appropriate internal queue or partner organization. This is especially useful for B2B, healthcare, and government communications.

Business value: Extends digital campaign reach to fax-dependent stakeholders while preserving workflow consistency and response tracking.