Semantik

The Ephesoft Semantik Workato connector can be used to automatically upload invoices to Semantik. This document provides step-by-step instructions on how to build a Workato recipe 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 Workato.

If you’re new to <a href="https://ephesoft.com/products/semantik-invoice/" rel="nofollow noopener noreferrer" target="_blank">Ephesoft Semantik</a>, you can sign up for a <a href="https://ephesoft.com/get-trial/" rel="nofollow noopener noreferrer" target="_blank">free trial</a> to evaluate our solution in your own real-world environment.

- A Workato account.
- A Semantik username and password.
- A OneDrive for Business account.

The process for submitting an invoice from Workato to Semantik has two major steps:

Get the newly created file (data and metadata) from the source location into Workato.

1. Get the newly created file (data and metadata) from the source location into Workato.
2. Upload file data to Semantik.

Follow these steps to import the required file data into Workato:

From a new Workato recipe, select the New File action from the OneDrive connector.

1. If you don’t already have a connection to OneDrive, click Create Connection and login to your OneDrive for Business account.
2. Select the folder where new documents will be automatically uploaded to Semantik.

Use the Files by Workato connector’s Get file from URL action retrieve the file’s contents

1. URL: &lt;Download URL from New file step&gt;

1. From a new Workato recipe, select the New File action from the OneDrive connector.
 1. If you don’t already have a connection to OneDrive, click Create Connection and login to your OneDrive for Business account.
 2. Select the folder where new documents will be automatically uploaded to Semantik. 

2. Use the Files by Workato connector’s Get file from URL action retrieve the file’s contents
 1. URL: &lt;Download URL from New file step&gt;

Once the file data is available in Workato it can be uploaded to Semantik. Follow these instructions to upload file data to Semantik in Workato:

Select the Upload Document action from the Ephesoft Semantik

1. File Content: &lt;File contents from Get file from URL step&gt;
2. Filename: &lt;Name from New file in OneDrive step&gt;
3. Type: Invoice

1. Select the Upload Document action from the Ephesoft Semantik
 1. File Content: &lt;File contents from Get file from URL step&gt;
 2. Filename: &lt;Name from New file in OneDrive step&gt;
 3. Type: Invoice

This completes the process for uploading invoices to Semantik using Workato.

<a href="https://docs.ephesoft.net/en/articles/5152409-upload-an-invoice-using-document-upload-api">Upload an Invoice using Document Upload API</a>

<a href="https://docs.ephesoft.net/en/articles/5371972-upload-an-invoice-using-power-automate">Upload an Invoice Using Power Automate</a>

<a href="https://docs.ephesoft.net/en/articles/4360661-submitting-invoices">Submitting Invoices by Email</a>

- <a href="https://docs.ephesoft.net/en/articles/5152409-upload-an-invoice-using-document-upload-api">Upload an Invoice using Document Upload API</a>
- <a href="https://docs.ephesoft.net/en/articles/5371972-upload-an-invoice-using-power-automate">Upload an Invoice Using Power Automate</a>
- <a href="https://docs.ephesoft.net/en/articles/4360661-submitting-invoices">Submitting Invoices by Email</a>

Try It Yourself

Prerequisites

Overview

Instructions

Step 1: Get File Data

Step 2: Upload File Data to Semantik

Conclusion

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