EasyFTP Salesforce Integration - Quick Connect

Connect EasyFTP and Salesforce to unlock the power of automation

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Quickly connect EasyFTP to Salesforce with a Zapier template.

Our most popular template

Create and upload new Salesforce records to files in EasyFTP
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Salesforce + EasyFTP
Create Salesforce files from new or updated files in EasyFTP folders
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EasyFTP + Salesforce
Create Salesforce records from new files in EasyFTP folders
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EasyFTP + Salesforce
Add new EasyFTP files to Salesforce records instantly when they appear in a folder
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EasyFTP + Salesforce
Create new Salesforce files from new files in your EasyFTP folder
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EasyFTP + Salesforce

Create and upload new Salesforce records to files in EasyFTP

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Salesforce + EasyFTP

Create Salesforce files from new or updated files in EasyFTP folders

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EasyFTP + Salesforce

Create Salesforce records from new files in EasyFTP folders

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EasyFTP + Salesforce

Add new EasyFTP files to Salesforce records instantly when they appear in a folder

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EasyFTP + Salesforce

Create new Salesforce files from new files in your EasyFTP folder

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EasyFTP + Salesforce

How Zapier works

Zapier makes it easy to integrate EasyFTP with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from EasyFTP

A trigger is an event that starts your Zap and runs the workflow. For example, with EasyFTP, a trigger could be "Modified File in Folder."

A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected EasyFTP to Salesforce

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your EasyFTP to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about EasyFTP + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with EasyFTP and Salesforce

How do I initiate an EasyFTP integration with Salesforce?

To initiate the integration, simply connect your EasyFTP account through our platform, and then authenticate your Salesforce account. Once both accounts are linked, you can set up triggers such as 'New File in Folder' on EasyFTP to perform actions like 'Create Record' in Salesforce.

Can I automate file uploads from EasyFTP to Salesforce?

Yes, you can automate file uploads by setting up a scheduled trigger in EasyFTP. Select actions in Salesforce such as 'Upload Attachment' or 'Create Content Document' that will execute whenever new files are uploaded to specified folders in your FTP server.

What kind of triggers are supported for this integration?

Our integration supports various triggers including 'New File Added', 'File Modified', and scheduled triggers from EasyFTP to initiate actions within Salesforce based on these events.

Is it possible to modify existing Salesforce records with files from EasyFTP?

Yes, you can configure the integration to modify existing records. For example, when a file is updated on EasyFTP, a corresponding update action such as 'Update Record' can be triggered in Salesforce.

How do I troubleshoot if the integration between EasyFTP and Salesforce isn't working?

Firstly, ensure that both accounts are authenticated correctly. Check the log details for any error messages. Verify the conditions of your triggers and actions. If issues persist, contact our support team for further assistance.

Are there any size limitations for files transferred from EasyFTP to Salesforce?

There may be limitations based on your current plan with us or specific storage limits within your Salesforce account. It's important to check these limits before setting up large file transfers.

Can we trigger outbound messages from Salesforce based on files received via EasyFTP?

Absolutely, after configuring an incoming file trigger, you can set up an action like sending an outbound message or notification within Salesforce when new files are received on EasyFTP.

Connect EasyFTP and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Modified File in Folder
Triggers when an existing file is modified in the folder you specify.
Trigger
Scheduled
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New or Modified File in Folder
Triggers when a new file is added or an existing file is modified in the folder you specify.
Trigger
Scheduled
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- File
  Required
- Folder Path
- Overwrite
  Required
- File Name
  Required
- Custom File Extension
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History Object
  Required
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New File in Folder
Triggers when a new file is added to the folder you specify.
Trigger
Scheduled
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- Contents
  Required
- File Name
  Required
- Folder Path
- Overwrite
  Required
- Custom File Extension
Action
Write
Download a File
Downloads a predefined file from an FTP, FTPS or SFTP server
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
Trigger
Scheduled
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- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write