Airtable + Dext
"export receipts when ready from Dext and create or update records in Airtable"
This workflow starts when you're ready to export receipts from Dext. It then neatly organizes and updates your records in Airtable. Perfect for businesses looking to streamline their accounting processes, this workflow eliminates the hassle of manual data entry, offering an efficient and time-saving solution to handle and manage your receipts.
This workflow starts when you're ready to export receipts from Dext. It then neatly organizes and updates your records in Airtable. Perfect for businesses looking to streamline their accounting processes, this workflow eliminates the hassle of manual data entry, offering an efficient and time-saving solution to handle and manage your receipts.
- When this happens...Export Receipts When Ready
Fetch and export the receipt data when it is ready for export. You can also archive the receipts you've exported.
- automatically do this!Create or Update Record
Updates an existing record if one exists, otherwise creates a new record.
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Archive Receipts
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Client Filter
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Mobile Number
Account Name
Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
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Include file contents?
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