Crossbeam and SFTP integrations and automations

Do everything in one place

Customize your Crossbeam and SFTP integration with the following triggers and actions.

Triggers

When this happens…

SFTP
  • New/updated CSV file in directory Batch
    New/updated CSV file in directory on SFTP server
  • New/updated file in directory
    New/updated file in directory on SFTP server

    • Any other trigger you can think up

Actions

Do this…

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

SFTP
  • List folder Batch
    List folder in SFTP server
  • Create folder
    Create folder in SFTP server
  • Delete file
    Delete file in SFTP server
  • Delete folder
    Delete folder in SFTP server
  • Rename/move file
    Rename/move file in SFTP server
  • Search files/folders Batch
    Search files or folders in SFTP server
  • Get file information
    Get file information from SFTP server
  • Download file
    Download file from SFTP server
  • Upload file
    Upload file to SFTP server

    • Any other action you can think up

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