Couchdrop Knowledge Base
Couchdrop HomepageDevelopersLogin
  • Welcome
  • Features
    • SFTP Server
      • Storage
      • Users
      • How to connect
      • Enabling FTPs
      • Host key authentication
    • Transfer Automations
      • Creating an Automation
      • Supported Actions
      • Variables
      • Troubleshooting
    • Shared Links
    • Upload Links
    • Inbound Mailboxes
    • Inbound Webhooks
    • File Actions
    • Inbound AS2 Stations
  • Administration
    • Users and Groups
      • User Roles
      • Creating Users
      • The Root Directory
      • Passwords and RSA Keys
      • Features Access
      • Firewalls and ACLs
    • Storage Connections
      • SharePoint
      • Azure Files
      • Amazon S3
      • Google Workspace
      • Google Drive
      • Box
      • Dropbox
      • Egnyte
      • Outbound AS2
      • External SFTP Server
      • Windows / Mac File Server
        • Server Requirements
        • Proxy Configuration
        • Non-GUI Environments
        • Running the Couchdrop Agent as a Service
        • Logging and Debugging
      • Others
        • OneDrive
        • Azure Blob
    • Folder Permissions
    • Alerting and Notifications
    • Custom Domains
    • SSO and Single Sign-on
      • SAML SSO
      • SCIM - Azure
      • SCIM - Okta
    • Security
      • Password Policies
      • Account Lockout
      • Account expiry
      • Two Factor Authentication
    • Other
      • Static IPs
      • Malware Scanning
  • Walkthroughs
    • Using SFTP Clients
      • OpenSSH SFTP
      • How to use SFTP with Cyberduck
      • How to use SFTP with FileZilla
      • Using SFTP with Golang
      • Using Python with SFTP
      • Using SFTP with Java
      • Using SFTP with Bash
      • Using SCP
    • SFTP To SharePoint
    • SFTP to Azure Files
    • Automated file transfers to SharePoint
    • Email Inboxes with Couchdrop
    • Delegating Domain-Wide Authority in Google Workspace
  • Other
    • FAQs
    • Trust/Security Center
    • Login to Couchdrop
    • API Documentation
Powered by GitBook

Couchdrop

  • Homepage
  • Register
  • Login

Platform

  • Cloud SFTP Server
  • Cloud FTP Server
  • Automated Transfers
  • Mailboxes and Inboxes

Copyright Couchdrop Limited 2025

On this page
  • Introduction
  • Requirements
  • Steps to Create Automation

Was this helpful?

Export as PDF
  1. Features
  2. Transfer Automations

Creating an Automation

Learn how to create a new transfer automation

Introduction

Creating a new transfer automation is a simple process. It can be done in a few steps from the Couchdrop Web App, by administrators and authorised users.

Requirements

To get started, you will most likely need the following:

  • A folder, or connection details to a remote server or cloud storage provider that you want to poll for new files or changes

  • A destination folder

  • Details regarding required actions

Steps to Create Automation

Follow the steps below to create a new automation:

  1. Login to the Couchdrop Web App

  2. Click Transfer Automations and then Create New Transfer

  3. Choose a name for your new automation. This is to make management easier.

  4. Choose a source and select a file or folder for Couchdrop to poll

  5. Choose matching conditions

  6. Choose required actions

  7. Configure notifications

  8. Configure scheduling. Scheduling is optional and automations can be triggered on-demand through web hooks or manually from the Couchdrop Web App.

Your automation should now be configured.

PreviousTransfer AutomationsNextSupported Actions

Last updated 1 year ago

Was this helpful?