Pick up new 214 files
On a set schedule, the flow lists the FTP/SFTP folder where your carrier or 3PL drops EDI 214 messages and downloads each new file. The business sets the folder path.
About this template
What This Workflow Does
Carrier and 3PL shipment status arrives as EDI 214 files, so service teams end up checking portals instead of the ERP. This template reads each 214 from FTP/SFTP on a schedule, finds the Epicor Kinetic sales order by order number, and either updates the order with the latest status or alerts a Microsoft Teams user when the update needs attention.
Key benefits
- Status on the sales order — Each 214 is written to its Epicor Kinetic sales order.
- Exceptions reach a person — Updates that need attention go to a Microsoft Teams user.
- Matched by order number — The order reference in the 214 selects the right sales order.
- No portal checking — Service reps read shipment status in Epicor Kinetic.
Inside the flow
How the template works
On each scheduled run, the flow downloads new EDI 214 files from FTP/SFTP and retrieves the Epicor Kinetic sales order by order number. A decision step then updates the order with the shipment status, or sends a Microsoft Teams alert if the update needs attention.
Parse the status message
Each EDI 214 is converted into structured data with the shipment status and order reference.
Retrieve the sales order
The flow fetches the matching Epicor Kinetic sales order by order number.
Evaluate the update
A decision step checks whether the shipment update needs a person's attention or can be recorded directly.
Alert in Microsoft Teams
If the update needs attention, a Teams message goes to a designated user so the issue reaches your team before the customer raises it. The business sets the recipient.
Update the sales order
Otherwise, the Epicor Kinetic sales order is updated with the latest shipment status.
Business Benefits
What changes when EDI 214 messages update Epicor Kinetic automatically
01
Carrier updates land in Epicor Kinetic, not in portals
Service reps answer "where is my order?" from the sales order instead of logging into several carrier websites.
02
Problems surface before the customer calls
A Microsoft Teams alert lets your team act on a delay while there is still time to reach the customer first.
03
One current status on every order
Each 214 is matched to its sales order, so sales, service and operations see the same shipment position.
04
No manual status tracking
The flow reads, matches and records every 214, removing copy and paste between carrier messages and the ERP.
05
Visibility that scales with shipment volume
Scheduled pickup handles more carrier messages without adding people to monitor shipments.
01
Carrier updates land in Epicor Kinetic, not in portals
Service reps answer "where is my order?" from the sales order instead of logging into several carrier websites.
02
Problems surface before the customer calls
A Microsoft Teams alert lets your team act on a delay while there is still time to reach the customer first.
03
One current status on every order
Each 214 is matched to its sales order, so sales, service and operations see the same shipment position.
04
No manual status tracking
The flow reads, matches and records every 214, removing copy and paste between carrier messages and the ERP.
05
Visibility that scales with shipment volume
Scheduled pickup handles more carrier messages without adding people to monitor shipments.
Keep exploring
More templates for creativity
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Build Your Own Version of This Workflow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
No triggers for FTP/SFTP.
Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does EDI 214 to Epicor Kinetic shipment status update work?
On a schedule, appse ai downloads new EDI 214 files from FTP/SFTP, parses them and retrieves the Epicor Kinetic sales order by order number. It updates the order with the shipment status, or alerts a Microsoft Teams user when the update needs attention.
Which updates trigger a Microsoft Teams alert?
Is the sales order updated when an alert is sent?
Can I set the folder and the alert recipient?
What needs to be in place before it runs?
Why businesses love appse ai
Discover how appse ai has helped businesses automate processes and achieve growth through our users' success stories.
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
Deploy this workflow in minutes
Start free — no credit card, no setup calls required. Use this template as-is or customize every step inside the appse ai no-code builder and go live today.
SOC 2
SAP Certified Partner
ISO/IEC 27001
GDPR