Do everything in one place
Customize your Deal Cloud and FTP/FTPS 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
FTP/FTPS
- New CSV file BatchNew CSV file added in directory on FTP/FTPS server
- New/updated file in directoryNew/updated file in directory on FTP/FTPS 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
FTP/FTPS
- Download fileDownload file contents from FTP/FTPS server
- List files and directories BatchList files and directories from FTP/FTPS server
- Remove fileRemove file from FTP/FTPS server
- Rename fileRename a file on FTP/FTPS server
- Get file informationGet information about file via its exact file path on FTP-S server
- Download large fileDownload large file contents from FTP/FTPS server
- Upload fileUpload a file to FTP/FTPS server
Any other action you can think up
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