EasyFTP + Salesforce
Create Salesforce records from new files in EasyFTP folders
Streamline your sales process with this efficient workflow. Whenever a new file emerges in a specific folder in your EasyFTP app, a corresponding record will be created in your Salesforce app. This allows quick and seamless data transfer, improving your CRM's accuracy and your team's productivity. No more manual transfers - let this intuitive automation take care of the process for you.
Streamline your sales process with this efficient workflow. Whenever a new file emerges in a specific folder in your EasyFTP app, a corresponding record will be created in your Salesforce app. This allows quick and seamless data transfer, improving your CRM's accuracy and your team's productivity. No more manual transfers - let this intuitive automation take care of the process for you.
- When this happens...New File in Folder
Triggers when a new file is added to the folder you specify.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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Modified File in Folder
Triggers when an existing file is modified in the folder you specify.
Try ItNew or Modified File in Folder
Triggers when a new file is added or an existing file is modified in the folder you specify.
Try ItContentsRequired
File NameRequired
Folder Path
OverwriteRequired
Custom File Extension
Download a File
Downloads a predefined file from an FTP, FTPS or SFTP server
