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.
Try It Yourself
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.
Upload file data to Semantik.
Step 1: Get File Data
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.
Use the Files by Workato connector’s Get file from URL action retrieve the file’s contents
Step 2: Upload File Data to Semantik
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
File Content: <File contents from Get file from URL step>
Filename: <Name from New file in OneDrive step>
This completes the process for uploading invoices to Semantik using Workato.