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 Power Automate.
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.
If you don’t already have a connection to OneDrive, click Create Connection and login to your OneDrive for Business account.
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
URL: <Download URL from New file step>
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:
Request an upload URL using the Ephesoft Semantik connector’s Create Document Upload action
If you don’t already have a connection to Ephesoft Semantik click Create Connection and login
File Name: <Name from New file step>
Upload the invoice to the URL using the built-in HTTP action
If you don’t already have a connection, click Create Connection, choose Authentication type None, leave all other defaults, and click Connect
Request URL: <Upload URL from Create Document Upload step>
Request content type: Binary
Body: <File contents from Get file from URL>
Allow Semantik to process the invoice using the Ephesoft Semantik connector’s Update Document Upload action
Upload Id: <Upload Id from Create Document Upload>
This completes the process for uploading invoices to Semantik using Workato.