Set Up and Use the SFTP Integration

SFTP (Secure File Transfer Protocol) is a reliable way to automatically send files from your workflows to a secure external server. This article walks you through how to connect your SFTP integration and use it in a workflow step to automate secure file delivery.

Whether you're sending documents, reports, or collected form data, this integration helps streamline your file transfers and maintain data security.

Connect the SFTP Integration

Go to the Integrations tab

Navigate to the Integrations tab on the left-hand side of your screen. Click New Connection to view the list of available integrations.

Find and select SFTP

Use the search bar or browse the list to locate SFTP.

Tip: Use the category filter on the left to narrow down by integration type.

Name your connection

Add a name and description for this integration. Choose something clear and identifiable—e.g., specify the server name or folder path used for this connection. Click next to continue. 

Authenticate the integration

You’ll be prompted to connect and authenticate your SFTP server by entering:

• Host
• Port (usually 22)
• Username
• Password or SSH key (depending on your setup)

Complete setup

Once authenticated, click Finish. The integration will appear on the Integrations homepage along with its connection status.

Tip: You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Add the SFTP Step to a Workflow

Open your workflow

Navigate to your Workflow and click the plus (+) button to add a new step.

Tip: Be sure to add this step after a file upload step (e.g., from a Form).

Name and configure the step

Enter a name, then click to configure the step.

Select your SFTP connection

Choose the SFTP integration you previously set up.

Choose the action type

Select Upload file as the action type.

Set folder and file naming options

• Choose the destination folder on your SFTP server
• Add a file name or prefix to help identify uploaded files

Tip: You can define multiple file options using different naming patterns or folders.

Save and close

Click the X in the upper-right corner to exit the step configuration. The SFTP step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the SFTP integration
• Added an SFTP upload step to your workflow

If you have questions or need help troubleshooting, reach out to your admin or contact support.