Wrike - OpenText Cloud Fax Integration and Automation

Common Integration Use Cases Between Wrike and OpenText Cloud Fax

Wrike and OpenText Cloud Fax complement each other well in organizations that manage document-heavy, regulated, or approval-driven workflows. Wrike provides structured work management, task tracking, approvals, and visibility across teams, while OpenText Cloud Fax provides secure, compliant transmission of documents that still require fax-based exchange. Together, they can reduce manual handoffs, improve auditability, and keep operational work moving across departments.

1. Secure fax intake for regulated document requests

When a fax is received in OpenText Cloud Fax, the document can be routed into Wrike as a new request, task, or project item for review and processing. This is useful for healthcare, legal, and government teams that still receive forms, authorizations, or case documents by fax.

• Flow: OpenText Cloud Fax to Wrike
• Business value: Eliminates manual email forwarding and paper handling
• Example: A patient referral fax is automatically logged in Wrike, assigned to the intake team, and tracked until completed

2. Fax-based approval and sign-off workflows

Wrike can manage the internal review and approval process for documents that must later be sent by fax through OpenText Cloud Fax. Once a document is approved in Wrike, the final version can be transmitted securely via fax to external parties that require that channel.

• Flow: Wrike to OpenText Cloud Fax
• Business value: Creates a controlled approval trail before external distribution
• Example: A legal contract is reviewed in Wrike, approved by stakeholders, then faxed to a court or counterparty

3. Case or claim document coordination

Teams can use Wrike to coordinate the work required to assemble, validate, and send supporting documents, while OpenText Cloud Fax handles the actual transmission to insurers, providers, agencies, or clients. This is especially valuable for claims, prior authorizations, and compliance submissions.

• Flow: Bi-directional
• Business value: Improves visibility into document status and reduces missed deadlines
• Example: A claims specialist tracks required documents in Wrike, then sends the completed packet by fax and records confirmation in the same workflow

4. Automated follow-up on failed or incomplete fax transmissions

If a fax fails, is delayed, or requires resubmission in OpenText Cloud Fax, the event can create or update a task in Wrike for the responsible team. This helps operations teams quickly resolve exceptions without relying on manual monitoring.

• Flow: OpenText Cloud Fax to Wrike
• Business value: Reduces service delays and improves exception management
• Example: A failed fax to a government office triggers a Wrike task for the coordinator to verify the number, correct the document, and resend it

5. Document routing for cross-functional review before faxing

Wrike can be used to route documents through legal, compliance, operations, and business owners before they are sent through OpenText Cloud Fax. This is useful when faxed documents must be accurate, approved, and traceable before external submission.

• Flow: Wrike to OpenText Cloud Fax
• Business value: Strengthens governance and reduces rework
• Example: A policy exception request is reviewed in Wrike by compliance and operations, then faxed to the external regulator after approval

6. Audit-ready tracking of faxed correspondence

Wrike can serve as the operational record for fax-related work, including who prepared the document, who approved it, when it was sent, and whether confirmation was received from OpenText Cloud Fax. This creates a more complete audit trail for regulated processes.

• Flow: Bi-directional
• Business value: Improves traceability and supports audits or compliance reviews
• Example: A healthcare admin team tracks every faxed authorization in Wrike, with status updates from OpenText Cloud Fax attached to the task

7. Centralized request management for fax-dependent business processes

Wrike request forms can capture internal requests that require fax transmission, such as vendor onboarding, legal notices, or patient records requests. Once submitted, the request can be assigned, reviewed, and sent through OpenText Cloud Fax as part of a standardized workflow.

• Flow: Wrike to OpenText Cloud Fax
• Business value: Standardizes intake and reduces ad hoc handling
• Example: A business unit submits a request in Wrike to send a signed form to a partner organization by fax, and the operations team completes the transmission from the same workflow

Overall, integrating Wrike with OpenText Cloud Fax helps organizations manage fax-dependent work with greater control, visibility, and accountability. Wrike orchestrates the work, while OpenText Cloud Fax securely handles the regulated document exchange.