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Dext + Email by Zapier

Export new Dext receipts and send outbound emails with Email by Zapier

Manage your financial documents more efficiently with this workflow. When receipts are ready for export in Dext, this process triggers an outbound email from Email by Zapier, simplifying your data management procedure. Let this automation streamline the task of sending important financial communications, enhancing your productivity and accuracy.

Manage your financial documents more efficiently with this workflow. When receipts are ready for export in Dext, this process triggers an outbound email from Email by Zapier, simplifying your data management procedure. Let this automation streamline the task of sending important financial communications, enhancing your productivity and accuracy.

  1. When this happens...
    DextDext
    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.

    TriggerScheduled
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
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Start free with email
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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

    • Email AddressRequired

    Trigger
    Instant
    Try It
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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
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email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Related categories

Related Zap Templates

  • Send outbound emails with Email by Zapier when new processed receipt notifications occur in Dext

Related Zap Templates

 

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