HOWTO: Automatically onboard attachments from Outlook to SharePoint for Zetadocs Document Queues

This Zetadocs technical note applies to:

• Zetadocs Capture
• SharePoint Online

Summary

This technote will detail the steps of creating a Power Automate flow in order to automatically onboard attachments received via Outlook directly into the Zetadocs Document Queue SharePoint directories.  To do this, you will need a good understanding of Power Automate, an O365 account which is licensed for Power Automate, an account which can authorise connections to SharePoint Online, as well as being able to connect to Outlook and access the shared mailbox which will be monitored.  

More information

This is a beneficial process as it puts less strain on the finance and accounts admin team from having to manually save and migrate these files across to SharePoint Online each day, saving time and resources. As this is functionality within Microsoft's Power Automate solution, the naming of certain triggers and values may change. 

To achieve this, you will need to create a Power Automate flow based on an automatic trigger. 

1. Open Power Automate and ensure the environment is set correctly to the same environment your BC instance is within and the O365 Mailbox that will be set as the trigger – then click ‘Create’ 
2. Select ‘Automated cloud flow’ and set the trigger to be ‘When a new email arrives in a shared mailbox (V2)’ and select ‘Create’ 
   1. Once the flow is open, select the trigger action, and set the ‘Original Mailbox Address’ to the shared mailbox that you wish to be monitored
   2. Click ‘Show more’ for the advanced parameters and set ‘Only with attachments’ to Yes to ensure only emails with attachments will trigger the flow, and set ‘Include attachments’ to Yes.
   3. Lastly, set the folder to the relevant folder that the emails containing attachments destined for the queue will be in
3. Add a new action and search for the Office 365 Outlook action of ‘Get Attachments (V2)’, and select it
4. Select the action of ‘Get attachment (V2)’ and set the following as the dynamic values from the 'When a new email arrives in a shared mailbox (V2)' action: 
   1. Message Id: 'Message Id'
   2. Attachment Id: 'Attachments Attachment id' 
   3. Original Mailbox Address: (Mailbox used in the trigger of the shared account)
5. This will now have added a 'For Each' action containing the 'Get attachment' action. Click this, and set the output from the previous steps as the dynamic value of 'Attachments'
6. Now, create a new action within the ‘For Each’, but after the ‘Get attachment (V2)’ and search for the SharePoint Online action of ‘Create file’
   1. Select the 'Create a file' action and input the Site address of the site where the Zetadocs Document Queues are in SharePoint Online
   2. For Folder Path, select the folder icon and browse through the site to the Document queue folder (Either a Sales/Purchase Document Queue or the Accounts Payable Automation Document Queue)
   3. Set the File Name as the dynamic value from a previous action of ‘Get attachment’ labelled ‘Name’
   4. Set the File Content set this as ‘Content Bytes’ from the previous action of ‘Get attachment’
7. Now the flow is complete, name it if you haven't already and save it. Once this is saved, you can go ahead and test it by emailing the shared mailbox with an attachment

Last updated: 11^th March 2026 (MT)