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SFTP - Create PDF, Word, Excel Documents
The SFTP app connects with Documentero to automatically generate documents whenever new files appear in your SFTP folders. By watching folders and subfolders, it can trigger Documentero to create .docx, .pdf, or .xlsx files from your saved templates. This setup makes it easy to turn incoming data files into ready-to-use documents without manual steps. Integration can be done through API, Make, or Power Automate depending on your workflow needs.
SFTP
Documentero
Triggers
Watch files in a folder — Triggers when a file is created or updated.
Watch subfolders in a folder — Triggers when a subfolder is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from SFTP using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from SFTP using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from SFTP folder uploads
Create DOCX contracts when new client files are added to SFTP
Export XLSX summaries from SFTP log files
Generate shipping documents from SFTP order uploads
Produce payroll statements from CSV files stored in SFTP
Create project status reports from Excel files in SFTP
Generate certificates from SFTP data feeds
Build inventory sheets from updated SFTP files
Create compliance reports from SFTP audit logs
Generate personalized letters from SFTP customer data files
How you can use SFTP + Documentero
Generate invoices from uploaded CSV files
When a CSV file with billing data is uploaded to an SFTP folder, Documentero creates a formatted invoice in PDF.
Produce reports from Excel files
Automatically generate a polished report whenever a new Excel file is placed in a monitored SFTP directory.
Create contracts from JSON data files
Upload a JSON file with client details to SFTP and trigger Documentero to create a contract in DOCX format.
Generate shipping labels from order files
Watch for new order files in SFTP and produce shipping labels as PDF documents.
Compile monthly summaries from uploaded logs
Each time log files are added to SFTP, Documentero generates a monthly summary report in XLSX.
Setup Guides
Make Tutorial: Integrate SFTP with Documentero
- Create a new scenario in Make.
- Add SFTP to the scenario and choose one of the triggers (Watch files in a folder, Watch subfolders in a folder). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SFTP trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate SFTP with Documentero
- Create a new flow in Power Automate.
- Add SFTP to the flow and choose one of the triggers (Watch files in a folder, Watch subfolders in a folder). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the SFTP trigger.
- Test and save your flow.
