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Customize your FTP/FTPS and Veeva CRM integration with the following
triggers and actions.
Triggers
When this happens…
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
Veeva CRM
- Object createdObject created in Veeva CRM
- Daily object reviewDaily Object review in Veeva CRM
- Object created/updatedObject created/updated in Veeva CRM
Any other trigger you can think up
Actions
Do this…
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
Veeva CRM
- Custom actionCustom action in Veeva CRM (Custom)
- Create objectCreate object in Veeva CRM
- Get related objects BatchGet related object list in Veeva CRM
- Search objects BatchSearch for objects in Veeva CRM
- Update objectUpdate object in Veeva CRM
Any other action you can think up
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