Sharing my Power Automate Template: Invoice approval from an email attachment (and Variant)

Erik Leaver

- Description: When an email with an invoice attachment is received in a shared inbox, start an approval workflow to add the invoice to FENXT.

This flow processes invoices received as attachments in emails sent to a shared mailbox. It uses the Microsoft Power Automate AI Builder to extract details from the invoice attachment to locate the vendor within FENXT. It then leverages an approval workflow for the invoice, and once approved the invoice is added to FENXT. The variant creates the invoice in FENXT first and once approved, updates the status of the invoice in FENXT.

For simplicity, this example assumes the email has a single attachment that is a valid invoice.

- Required connections: Outlook 365, Blackbaud Microsoft Power Platform FENXT Payable connector, Microsoft Dataverse

- Suggested skill level required to use this template: Intermediate

- Configuration details: Settings needed to configure this flow include:

• Email address for shared email box where invoices are sent
• FENXT Environment ID
• Organizational email(s) for notifications and approvals

- Category: Automation

- Instructions: The steps in the flow are:

• Initial trigger (invoice arrives in shared inbox)
• Extract invoice details
• Look up the vendor
• Validate the vendor
• Start an approval
• Add the invoice to FENXT

- Notes: Attached instructions are provided using the original Power Automate designer.

FENXTInvoiceapprovalfromanemailattachment_20250711175212.zip
FENXTInvoiceapprovalfromanemailattachment(variant)_20250711175435.zip
Instructions-FENXT Payables Invoice Approval Automation.pdf