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Customize your Rev Ops and SFTP integration with the following
triggers and actions.
Triggers
When this happens…
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
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…
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
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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