1.Monitors new conversion file uploads
Integrate SFTP By Zapier, file processing tools, and batch ingestion to detect new files in your configured folder.
Create conversion records from incoming CSV upload batches
Automatically monitor new file events in SFTP By Zapier and filter conversion CSV deliveries across data extraction tools. Create and update conversion records when qualifying CSV uploads arriveβso you can add worksheet rows, deduplicate click records, and create ClickUp batch tasks without manual reporting.
How this automation creates conversion records
When new file events hit your configured SFTP folder, conversions can remain scattered and untracked. This automation converts CSV content, deduplicates click identifiers, and creates Google Sheets rows and Firestore recordsβso your team can turn uploads into conversion records.
SFTP By Zapieror swap with your favorite app
2.Continues only for conversion CSVs
Integrate Filter by Zapier and file pattern rules to continue only when the uploaded file matches conversion CSV deliveries.
Filter by Zapieror swap with your favorite app
3.Converts the file to text
Integrate Files By Zapier and text conversion tools to convert the uploaded CSV file to plain text.
Files By Zapieror swap with your favorite app
4.Formats the file date
Integrate Formatter by Zapier and date formatting to produce a YYYY-MM-DD value for rows and task naming.
Formatter by Zapieror swap with your favorite app
5.Parses CSV into conversion items
Integrate Code by Zapier and data parsing tools to parse converted text into structured items with click identifiers.
Code by Zapieror swap with your favorite app
6.Searches and processes each item
Integrate Looping by Zapier and iteration tools to process each parsed conversion item in order.
Looping by Zapieror swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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