Do everything in one place
Customize your Deal Cloud and SFTP integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
SFTP
- New/updated CSV file in directory BatchNew/updated CSV file in directory on SFTP server
- New/updated file in directoryNew/updated file in directory on SFTP server
Any other trigger you can think up
Actions
Do this…
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
SFTP
- List folder BatchList folder in SFTP server
- Create folderCreate folder in SFTP server
- Delete fileDelete file in SFTP server
- Delete folderDelete folder in SFTP server
- Rename/move fileRename/move file in SFTP server
- Search files/folders BatchSearch files or folders in SFTP server
- Get file informationGet file information from SFTP server
- Download fileDownload file from SFTP server
- Upload fileUpload file to SFTP server
Any other action you can think up
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