Download files
Retrieve files from remote SFTP paths for parsing, storage, or downstream workflows.
SFTP component
SFTP for customer-owned automation.
Use SFTP when a customer or partner still exchanges files through secure file transfer.
Download, list, and upload files on an SFTP server as part of automated handoffs.
SFTP
Component
SFTPUse stored SFTP credentials to download, list, or upload files over SSH.
CX
CXFabric Flow
Rules, credentials, validation, audit
SettingsInputs and options
LogsRun history and output
Next stepConnector, component, or approval
What this component unlocks
Use SFTP as a visible flow step.
The docs describe SFTP as supporting download, list files, and upload operations. Builders choose an SFTP credential stored in the CXFabric tenant, with an adjacent menu for adding, editing, viewing, deleting, or managing credentials. Download requires a file path with file name, list files requires a directory path, and upload requires selected file content plus a destination path including the filename.
List remote files
Inspect a directory before deciding which files should be processed.
Upload files
Send generated files or transformed output to an SFTP destination.
Use cases
Where SFTP fits in automation.
These examples show how this component can become part of production workflows across customer-owned systems and environments.
Batch import
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Partner file drop
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Report delivery
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Claims file transfer
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Legacy integration
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Nightly reconciliation
Use SFTP as part of a governed CXFabric workflow that keeps configuration, credentials, logs, and handoffs visible.
- Collect the approved input
- Apply customer-specific rules
- Pass a clear result to the next step
Configuration surface
Practical options builders expect to use.
The exact fields can vary by deployment and product version, but each page gives customers a clear view of the component's intended role.
Add SFTP to canvas
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Select SFTP credential
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Choose Download, List files, or Upload
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Enter required file or directory path
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Select file for upload
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Submit settings
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Execute and review logs
Expose this behavior as a reusable, logged, credential-aware step inside a CXFabric flow.
Implementation notes
Design the step with operations in mind.
Components should be easy for builders to configure and easy for operators to understand after the workflow is live.
Current CXFabric docs
Confirm credentials, paths, and filenames before execution
Confirm credentials, paths, and filenames before execution.
CXFabric approachMake the behavior explicit in the workflow so operators can see what happens before and after this component runs.
Handle duplicate files deliberately
Handle duplicate files deliberately.
CXFabric approachMake the behavior explicit in the workflow so operators can see what happens before and after this component runs.
Log transfer status and errors
Log transfer status and errors.
CXFabric approachMake the behavior explicit in the workflow so operators can see what happens before and after this component runs.
Workflow patterns
Reusable patterns for SFTP.
These are concept patterns that can be adapted to a customer's systems, policies, credentials, and deployment model.
SFTP in a customer intake flow
Start with an event, use SFTP, then route the result to CRM, ticketing, or a customer-owned system.
SFTP with approval and audit
Add validation, human approval, and logging around the component before downstream actions execute.
SFTP in a private runtime
Deploy the component inside a customer-owned environment with credentials and logs governed by the customer.
SFTP plus custom connector
Combine the component with packaged connectors or custom APIs when the process needs reusable system logic.
Component planning
Need SFTP inside a customer workflow?
We can scope the workflow, component configuration, credentials, deployment model, and handoff path before buildout begins.