Microsoft Flow - Inbox setup

We don't recommend you use Flow for the invoice Inbox as the Zahara generated email is far superior, and easier for us to support. If you do wish to use Flow to put an invoice into the Inbox, this is what it should look like. We cannot support you if you cannot get the outcome you desire. Use the built-in invoice inbox email address feature instead. 

Preparing your inbox

First off, we recommend you prepare your Inbox. Get all emails flowing into one Folder in your email account. 

Setting up your Flow

Login to Microsoft Flow by visiting https://flow.microsoft.com

Next, create a Blank Flow and start with Office 365 email. You need to create a Flow as shown below:

You will now need to authenticate with Office 365 and then choose the folder you wish to monitor.

Now click on Next Step and Add Action

This is where you now connect to Zahara.

Search for Zahara in the possible actions and select Create Draft Invoice.

To connect to your Zahara account, you need to provide the API Key. You can find this in Zahara in Business >Settings> Advanced   as shown below. Key this value into the corresponding field in Flow.

Now populate the placeholders as shown:

 

A perfect working Flow, when setup would look like this: 

Now head over to Zahara and the Business >Settings >Address tab. Make sure the email address field is populated with the corresponding email address that your suppliers are emailing their invoices to.

If you have multiple Business Units, You can create multiple flows but make sure any corresponding “to” emails addresses are populated in the Business Settings Email field as shown above. 

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