Suppose that there is an e-commerce server that generates invoices for website's customers. The invoices need to be sent to accounting department as soon as they appear on the server. The server has FTP or SFTP service that allows authorized client computers to connect to it.
This tutorial shows how to create an automated task that will connect to the remote FTP server to monitor for file changes in the remote directory, then the task will download
How to monitor an FTP server for new files? First, create a Task and add FTP watcher Trigger. Set the directory to monitor:
/home/invoices/inbox and set file type to
The last step is Send email Action, with an attachment of the invoice.pdf file. Again, use Variable Wizard to choose the Local file variable provided by the Download file Action from the previous step. Also, fill necessary email fields, namely From, To, Subject and Email text.
FTP watcher Trigger acts as scheduled task that periodically checks the remote FTP server for file changes. File mask
C:\Downloads\ where it is picked up by Send email Action which sends it to the accounting department's email address.
Variable Wizard is responsible for the automation process that each time a new file appears in the remote server the filename is passed to the next relevant actions.
Using Automation Workshop for MS Windows, it is possible to achieve very high level of automated SFTP and FTP file transfers, including Downloads, Uploads and Directory Synchronization. The task works in unattended manner—it schedules itself and does FTP transfers completely automatically as long as folder structure or credentials on remote server does not change.
If you have any questions, please do not hesitate to contact our support team.
Video · Monitor an FTP server & send invoice via email
Automation Workshop is an awesome piece of software—love the intuitiveness, flexibility and simplicity.—Howard C.