Popular ways to use Dext workflows

• Add items in Zoho Books with Dext receipts that are Ready

  

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  Dext, Zoho Books

  Dext + Zoho Books

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  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Create Item

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  Add items in Zoho Books with Dext receipts that are Ready

  

  by Zapier

  Zapier

  Add items in Zoho Books with Dext receipts that are Ready

  Try it

  • 
  • 

  Dext, Zoho Books

  Dext + Zoho Books

• Post expenses in Nomisma when new receipts are uploaded to ReceiptBank

  

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  Dext, Nomisma

  Dext + Nomisma

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  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Create Bill

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  Post expenses in Nomisma when new receipts are uploaded to ReceiptBank

  

  by Zapier

  Zapier

  Post expenses in Nomisma when new receipts are uploaded to ReceiptBank

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  Dext, Nomisma

  Dext + Nomisma

• Create a new task in Microsoft To-Do when items are processed in Dext

  

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  Dext, Microsoft To Do

  Dext + Microsoft To Do

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     When this happens

     Step 1: New Processed Receipt Notification

  2. 

     Then do this

     Step 2: Create Task

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  Create a new task in Microsoft To-Do when items are processed in Dext

  

  by Zapier

  Zapier

  Create a new task in Microsoft To-Do when items are processed in Dext

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  Dext, Microsoft To Do

  Dext + Microsoft To Do

• Add newly exported items from Dext to rows on Google Sheets

  

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  Dext, Google Sheets

  Dext + Google Sheets

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  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Add newly exported items from Dext to rows on Google Sheets

  

  by Zapier

  Zapier

  Add newly exported items from Dext to rows on Google Sheets

  Try it

  • 
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  Dext, Google Sheets

  Dext + Google Sheets

• Add Ready items from Dext to rows in Smartsheet

  

  by Zapier

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  Dext, Smartsheet

  Dext + Smartsheet

  More details

  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Add Row to Sheet

  See Zap detailsTry it

  Add Ready items from Dext to rows in Smartsheet

  

  by Zapier

  Zapier

  Add Ready items from Dext to rows in Smartsheet

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  Dext, Smartsheet

  Dext + Smartsheet

• Add item data from Dext to a row in Microsoft Excel spreadsheet

  

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  Dext, Microsoft Excel

  Dext + Microsoft Excel

  More details

  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Add Row

  See Zap detailsTry it

  Add item data from Dext to a row in Microsoft Excel spreadsheet

  

  by Zapier

  Zapier

  Add item data from Dext to a row in Microsoft Excel spreadsheet

  Try it

  • 
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  Dext, Microsoft Excel

  Dext + Microsoft Excel

• Add rows in Zoho Sheets when you move items into Ready in Dext

  

  by Zapier

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  Dext, Zoho Sheet

  Dext + Zoho Sheet

  More details

  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Create Row

  See Zap detailsTry it

  Add rows in Zoho Sheets when you move items into Ready in Dext

  

  by Zapier

  Zapier

  Add rows in Zoho Sheets when you move items into Ready in Dext

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  Dext, Zoho Sheet

  Dext + Zoho Sheet

• Create a record in Airtable when you move items into Ready in Dext

  

  by Zapier

  Zapier

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  • 
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  Dext, Airtable

  Dext + Airtable

  More details

  1. 

     When this happens

     Step 1: Export Receipts When Ready

  2. 

     Then do this

     Step 2: Create Record

  See Zap detailsTry it

  Create a record in Airtable when you move items into Ready in Dext

  

  by Zapier

  Zapier

  Create a record in Airtable when you move items into Ready in Dext

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  Dext, Airtable

  Dext + Airtable

• 

  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.

  Trigger

  Scheduled
• 

  Export New Processed Receipt Data

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

  Trigger

  Scheduled
• 

  New Processed Receipt Notification

  Triggers when a new receipt has been processed and allows you to create custom notifications.

  Trigger

  Scheduled
• 

  Create New Client Account

  This Zap creates a new client account and sends an invitation to join Receipt Bank to the client.

  Action

  Write
• 

  Submit Receipts

  This Zap allows you submit an image from another app as a receipt for processing.

  Action

  Write
• 

  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
• 

  Submit Sales Invoices

  This Zap allows you to submit an image to process as a sales invoice from another app.

  Action

  Write