EasyFTP + Salesforce

Create and upload new Salesforce records to files in EasyFTP

Effortlessly manage data uploads with this automation between Salesforce and EasyFTP. When a new record is saved in Salesforce, relevant data is immediately uploaded to the desired file in EasyFTP. This streamlined process saves time and reduces errors by eliminating manual data transfer, making it ideal for businesses seeking optimal organizational efficiency.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Upload Data to a File
Uploads file contents to a FTP, FTPS, or SFTP server
ActionWrite

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Supported triggers and actions

What does this mean?

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 ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
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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- FileRequired
- Folder Path
- OverwriteRequired
- Custom File Name
- Custom File Extension
Action
Write

- History ObjectRequired
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 ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- 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
Try It
- ContentsRequired
- File NameRequired
- Folder Path
- OverwriteRequired
- Custom File Extension
Action
Write
Download a File
Downloads a predefined file from an FTP, FTPS or SFTP server
Action
Search

About EasyFTP

EasyFTP enables you to upload files in a FTP or SFTP server.

Learn more Help

Related categories

File Management & Storage

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

EasyFTP + Salesforce

Create and upload new Salesforce records to files in EasyFTP

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Modified File in Folder

New or Modified File in Folder

Upload a File

FileRequired

Folder Path

OverwriteRequired

Custom File Name

Custom File Extension

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Child Records (with line item support)

Parent ObjectRequired

Use Assignment Rules

Create File

FileRequired

Title

Description

Salesforce Object

Create Note

TitleRequired

Note

Salesforce ObjectRequired

Is Private

Create Record (UTC)