Zapier FTP, FTPS, and SFTP

Triggers - 4-minute Setup - New and/or Modified file changes

Run your zap when a new file is uploaded to a FTP server and/or files are modified.

How to steps for EasyFTP triggers:

1. Create an EasyFTP Account
2. Create your first FTP connection by specifying configuration details for your FTP server:
   • Protocol - FTP, FTPS, or SFTP
   • Address / Host
   • Username
   • Password or SSH Key (with optional passphrase)
   • Default path (optional)
   • Custom name to reference this connection (optional)
   • Custom color to reference this connection (optional)
3. Save your connection info
4. Test your connection by clicking the "Test Connection" button. If there is any issue connecting follow the helpful messages you receive or reach out to EasyFTP support via chat or email.
5. Once you confirm via testing you are able to connect you are ready to use the connection in Zapier.
6. On your EasyFTP connection page, click to add a "Watched Folder". Specify the folder path you want to watch for new and/or modified files. Save your watched folder.
7. Create a Zap where your trigger step is EasyFTP.
8. For your action, choose if you want the Zap to trigger on if there is a new file in the watched folder, a file is modified, or both together.
9. Choose and connect your EasyFTP account to Zapier.
10. In the "Set up action" step of the Zap you can fill out the fields like this:
    1. Choose the connection you created at easyftp.io as the destination FTP, FTPS, or SFTP server.
    2. Choose the watched folder.
11. Test the Zapier action. You should receive an example file or a fake test file with extra data. You can use this data to set up the rest of your Zap. If you receive an error, click to view details and follow any suggestions in the error message. If you need any help please reach our to EasyFTP support via chat or email on easyftp.io
12. Turn your Zap on! Find more details in our Watched Folders Docs

Destination - 4-minute Setup - Send files to FTP/SFTP

At the end of your zap, upload a file to an FTP server.

How to steps for EasyFTP destination:

1. Create an EasyFTP Account
2. Create your first FTP connection by specifying configuration details for your FTP server:
   • Protocol - FTP, FTPS, or SFTP
   • Address / Host
   • Username
   • Password or SSH Key (with optional passphrase)
   • Default path (optional)
   • Custom name to reference this connection (optional)
   • Custom color to reference this connection (optional)
3. Save your connection info
4. Test your connection by clicking the "Test Connection" button. If there is any issue connecting follow the helpful messages you receive or reach out to EasyFTP support via chat or email.
5. Once you confirm via testing you are able to connect you are ready to use the connection in Zapier.
6. Create a Zap where your trigger step is another app like Google Drive, Dropbox, Email, or something else that will send a File or File URL when triggered.
7. Choose EasyFTP as your action step to send the file to.
8. Choose and connect your EasyFTP account to Zapier.
9. In the "Set up action" step of the Zap you can fill out the fields like this:
   1. Choose the connection you created at easyftp.io as the destination FTP, FTPS, or SFTP server.
   2. For File, choose either a URL to the File or the File Object from your earlier step of the Zap.
   3. For Folder Path, specify the folder path on the FTP server where you want files to be uploaded to.
   4. For Overwrite, choose if you want to overwrite existing files with the same name or not. If you choose "No", then if a file comes in the with the same name the file will not be uploaded. You can get around this by making the Custom File Name unique with Zapier or using our dynamic syntax.
   5. For Custom File Name, this is optional. It is helpful to set this value if the File URL / File does not end with the actual filename you want. Or if you want to make the filename something custom. Example value: leads_{MM}_{DD}_{YYYY}.csv
   6. For Custom File Extension, this is optional. It is helpful to set this value if the File URL / File / Filename does not have a file extension or you need to explicity set the file extension. Example value: .pdf
10. Test the Zapier action. You should receive a success message that a file transfer was queued and should see your example file on your FTP server shortly. If you receive an error, click to view details and follow any suggestions in the error message. If you need any help please reach our to EasyFTP support via chat or email on easyftp.io
11. Turn your Zap on!

Setup a new Zap with EasyFTP