ClickUp + Dext

Create tasks in ClickUp for new processed receipt data exported from Dext

Elevate productivity and streamline your workflow by connecting Dext and ClickUp. Upon exporting new processed receipt data in Dext, a task will be swiftly created in ClickUp. This integration not only reduces manual entry but also ensures that your receipt handling process is organized and immediately actionable. Make the most out of your financial data by facilitating it to drive task management.

Elevate productivity and streamline your workflow by connecting Dext and ClickUp. Upon exporting new processed receipt data in Dext, a task will be swiftly created in ClickUp. This integration not only reduces manual entry but also ensures that your receipt handling process is organized and immediately actionable. Make the most out of your financial data by facilitating it to drive task management.

  1. When this happens...
    DextDext
    Export New Processed Receipt Data

    When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Archive Receipts

    • Client Filter

    Trigger
    Scheduled
    Try It
    • Threshold

    • Client Filter

    Trigger
    Scheduled
    Try It
    • PhotoRequired

    • Client Filter

    Action
    Write
    • PhotoRequired

    • Client Filter

    Action
    Write
    • Client Filter

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Mobile Number

    • Account Name

    Action
    Write
  • Dext triggers, actions, and search

    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.

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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About Dext

Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
Learn more

Related categories

  • Accounting