SFTP and Veeva CRM integrations and automations

Seamlessly connect SFTP and Veeva CRM. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

SFTP
  • New/updated CSV file in directory Batch
    New/updated CSV file in directory on SFTP server
  • New/updated file in directory
    New/updated file in directory on SFTP server

    • Any other trigger you can think up

Veeva CRM
  • Object created
    Object created in Veeva CRM
  • Daily object review
    Daily Object review in Veeva CRM
  • Object created/updated
    Object created/updated in Veeva CRM

    • Any other trigger you can think up

Actions

Do this…

SFTP
  • List folder Batch
    List folder in SFTP server
  • Create folder
    Create folder in SFTP server
  • Delete file
    Delete file in SFTP server
  • Delete folder
    Delete folder in SFTP server
  • Rename/move file
    Rename/move file in SFTP server
  • Search files/folders Batch
    Search files or folders in SFTP server
  • Get file information
    Get file information from SFTP server
  • Download file
    Download file from SFTP server
  • Upload file
    Upload file to SFTP server

    • Any other action you can think up

Veeva CRM
  • Custom action
    Custom action in Veeva CRM (Custom)
  • Create object
    Create object in Veeva CRM
  • Get related objects Batch
    Get related object list in Veeva CRM
  • Search objects Batch
    Search for objects in Veeva CRM
  • Update object
    Update object in Veeva CRM

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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