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FTP/SFTP integration

Connect to FTP, FTPS or SFTP servers. Use FTP/SFTP from Zoft voice agents, chat agents, workflows and AI employees.

  1. Starts withNew File
  2. ZoftAgent or workflow decides what happens next
  3. Then in FTP/SFTPCreate File from Text
  4. AndCreate Folder
Illustrative flow built from FTP/SFTP’s real triggers and actions.

Zoft + FTP/SFTP

What Zoft can do with FTP/SFTP.

  • 01Voice agentsA phone agent can use FTP/SFTP actions such as Create File from Text and Create Folder during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update FTP/SFTP while it talks to the customer.
  • 03WorkflowsStart a workflow when “New File” happens in FTP/SFTP, or use FTP/SFTP as any step on the canvas.
  • 04AI employeesAn AI employee can find and use FTP/SFTP actions on its own, and ask for your approval before it sends or changes anything important.

Actions 8

Things Zoft can do in FTP/SFTP.

  • Delete fileDeletes a file at given path.
  • Create File from TextCreate a new file in the given path
  • Upload FileUpload a file to the given path.
  • Create FolderCreates a folder at given path.
  • Delete FolderDeletes an existing folder at given path.
  • Read File ContentRead the content of a file.
  • List Folder ContentsLists the contents of a given folder.
  • Rename File or FolderRenames a file or folder at given path.

Triggers 1

Events in FTP/SFTP that can start a workflow.

  • New FileTrigger when a new file is created or modified.

Setup

Connect FTP/SFTP in three steps.

  1. 01ConnectChoose FTP/SFTP in Connections and enter the account details FTP/SFTP asks for, such as a store name or token.
  2. 02Put it to workAdd FTP/SFTP as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ

FTP/SFTP on Zoft, answered.

What can Zoft do with FTP/SFTP?

Zoft supports 8 actions and 1 trigger for FTP/SFTP. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect FTP/SFTP to Zoft?

Choose FTP/SFTP in Connections and enter the account details FTP/SFTP asks for, such as a store name or token.

Can a voice agent or chat agent use FTP/SFTP?

Yes. Once FTP/SFTP is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in FTP/SFTP without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put FTP/SFTP to work in your operation.