The Ephesoft Semantik for Invoices Power Automate connector can be used to automatically upload invoices to Semantik. This document provides step-by-step instructions on how to build a Power Automate flow to submit invoices to Semantik any time a new file is created in a OneDrive folder.
Note: These instructions use OneDrive for Business as the document source location. However, the same steps can be adapted for any document source supported by Power Automate.
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Prerequisites
To complete the steps in this guide you will need:
Overview
The process for submitting an invoice from Power Automate to Semantik has two major steps:
Get the newly created file (data and metadata) from the source location into Power Automate.
Upload file data to Semantik.
Instructions
Step 1: Get File Data
Follow these steps to import the required file data into Power Automate:
Create a new “Instant Cloud Flow” in Power Automate using the “OneDrive for Business” connector’s When a file is created trigger.
Go to “My Flows” and select “Instant Cloud Flow” under the “+ New Flow” drop-down.
Search for and select the connector “OneDrive for Business”.
Select the trigger When a file is created.
Add a new step to retrieve the file’s metadata
Click on “New Step”
Search for and select the connector “OneDrive for Business”.
Search for and select the action Get file metadata.
Configure the new action to add a file identifier to retrieve the file’s name (including extension).
File: <File identifier from When a file is created>
Step 2: Upload File Data to Semantik
Once the file data is available in Power Automate it can be uploaded to Semantik. Follow these instructions to upload file data to Semantik in Power Automate:
Click on “New Step”
Search for and select the connector “Ephesoft Semantik for Invoices”.
Select the action Create document upload.
Configure the new action to request an upload URL and sign-in if prompted.
File Name: <Name from Get file metadata>
Type: invoice
Upload the invoice to the URL using the built-in HTTP action
Allow Semantik to process the invoice using the Ephesoft Semantik for Invoices connector’s Update document upload action
Conclusion
This completes the process for uploading invoices to Semantik using Power Automate.