EasyFTP + Salesforce
Add new EasyFTP files to Salesforce records instantly when they appear in a folder
Save time and streamline your workflows by using this automation to handle file transfers between EasyFTP and Salesforce. Once set up, every time a new file is added to a specified folder in EasyFTP, that file will be simultaneously added to a selected record in Salesforce. This integration unburdens you from manual file transfers, making your processes more efficient and error-free.
Save time and streamline your workflows by using this automation to handle file transfers between EasyFTP and Salesforce. Once set up, every time a new file is added to a specified folder in EasyFTP, that file will be simultaneously added to a selected record in Salesforce. This integration unburdens you from manual file transfers, making your processes more efficient and error-free.
- When this happens...New File in Folder
Triggers when a new file is added to the folder you specify.
- automatically do this!Add File to Record
Adds an existing file to an existing Record.
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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
