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SFTP Integration using 200 OK

Effortlessly synchronize data between SFTP and Salesforce with 200 OK—no coding required.
Explore limitless possibilities with our support for 2000+ apps.

SFTP Integration using 200 OK

Effortlessly synchronize data between SFTP and Salesforce with 200 OK—no coding required.
Explore limitless possibilities with our support for 2000+ apps.

Schedule a Demo

Fill in the Form To Get Started with 200 OK

Get Started with SFTP and Salesforce Integrations

Setup Your SFTP integration process in just “ 15 minutes”

Follow these steps

1. Create SFTP Named Credential Configure

  1. Access 200 OK App and navigate to the SFTP integration section
  2. Create a named credential, providing essential details for secure SFTP connectivity
  3. Design specific channels integration pipelines for distinct use-cases, tailoring the SFTP connection to your unique requirements.

2.CSV File Creation & Target Path and Filename

  1. Utilize the powerful built-in function, fx_convertToCSV (SOQL), to effortlessly create a CSV file from any object in your Salesforce instance
  2. Define the target path and filename for your CSV file, ensuring precise organization and naming conventions.

3. Specify SFTP Server & Test Scenario

  1. Configure the SFTP server details where the CSV file will be generated, establishing a secure and seamless data exchange.
  2. Click the “Send” button to initiate a test of the integration scenario, ensuring smooth data transmission between Salesforce and SFTP.

4. View Integration Audit Log

  1. Access the detailed integration audit log within 200 OK to gain insights into the entire process, facilitating monitoring and troubleshooting.

5. Code-Free Configuration for Other SFTP Operations

  1. Leverage the intuitive capabilities of 200 OK for configuring various SFTP operations without the need for complex coding, streamlining your integration workflow.

Get Started with SFTP and Salesforce integration

Setup your SFTP and Salesforce integration process in just “ 17 minutes”

Follow these steps to Create and Upload templates

Launch 200 OK App & initiate template creation

In the template setup, enter name, type, and provider
In the sample template document, the data for the "Name" and "Closed date" fields will dynamically retrieved from the opportunity record

Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously

Follow these steps to Generate the Document

Go to the Opportunity field and click on the Generate Document button

Choose the template from the custom template field

Click next to merge the selected template with the data and finish the process

Now preview the content by clicking on the attached document

On the last page get your sign field with the merged opportunity name & date

Follow these steps to Send for Auto-Sign

Click the send or e-sign button to trigger the action

Select the desired document from the dropdown

Specify the document in the "Document Name" field

Input the signer's name and email

Click next to finish

Now the recipient can proceed with the E-sign process

Follow these steps to Create SFTP Named Credential Configure

Access 200 OK App and navigate to the SFTP integration section.

Create a named credential, providing essential details for secure SFTP connectivity.

Design specific channels integration pipelines for distinct use-cases, tailoring the SFTP connection to your unique requirements.

Follow these steps to CSV File Creation & Target Path and Filename

Utilize the powerful built-in function, fx_convertToCSV (SOQL), to effortlessly create a CSV file from any object in your Salesforce instance.

Define the target path and filename for your CSV file, ensuring precise organization and naming conventions.

Follow these steps to Specify SFTP Server & Test Scenario

Configure the SFTP server details where the CSV file will be generated, establishing a secure and seamless data exchange.

Click the "Send" button to initiate a test of the integration scenario, ensuring smooth data transmission between Salesforce and SFTP.

Once tested successfully, schedule the scenario with a flow to automate the entire process.

Follow this step to View Integration Audit Log

Access the detailed integration audit log within 200 OK to gain insights into the entire process, facilitating monitoring and troubleshooting.

Schedule a Demo

Introduction

DocuSign seamlessly accelerates sales cycles, boosts close rates, enhances productivity, and cuts down on paper waste—ultimately saving valuable time. Its integration with Salesforce enables swift data retrieval from key objects like Lead, Account, Contact, and Opportunity.
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Why Integrate SFTP with Salesforce?

  • Streamline data exchange seamlessly between SFTP and Salesforce
  • Speed up processes by integrating SFTP’s automation with Salesforce
  • Enhance collaboration with centralized document workflows using SFTP and Salesforce
  • Boost overall productivity by seamlessly integrating SFTP with Salesforce features
  • Ensure regulatory compliance effortlessly through the integration of SFTP and Salesforce
  • Expedite deal closures by leveraging the synergy between SFTP and Salesforce

Connect your desired E-sign app with Salesforce within minutes

Seamlessly integrate your preferred E-sign app with Salesforce in just minutes using 200 OK. Our platform supports connectivity with any E-sign app of your choice, so there is no limit to connect only with DocuSign or any specific signing platform.

Here are our popular other e-sign integration possibilities

Adobe Sign, Zoho Sign, Conga Sign, HelloSign, SignNow, SignEasy

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

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Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

1.jpg

Launch 200 OK App & initiate template creation

In the template setup, enter name, type, and provider
In the sample template document, the data for the "Name" and "Closed date" fields will dynamically retrieved from the opportunity record

Click on upload files to upload your template & click onNEXT to trigger an API Callout simultaneously

A Quick Demo

Explore our package & discover the efficiency of 200 OK

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A Quick Demo

Explore our freemium package & discover the efficiency of 200 OK
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200 OK is a Salesforce native integration platform specifically designed for developers, architects admins, and smart business people to connect Salesforce with any external cloud-based solutions and APIs without coding.

200 OK thoughtfully designed by Salesforce Architects with ❤️

For more info, please get in touch with us at contact@200ok.ai

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  • USA: Ceptes Software Inc. 13155 Noel Road Suite 900 Dallas,
    TX - 75240
  • T: +1 (607) 304-3229

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