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 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…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches 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 domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
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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