Connect Dext and FieldPulse to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.

Add your action

An action happens after the trigger—such as "Attach Customer File" in FieldPulse.

You’re connected!

Zapier seamlessly connects Dext and FieldPulse, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Archive Receipts
- Client Filter
Trigger
Polling
Try It
- Threshold
- Client Filter
Trigger
Polling
Try It
- Photo
  Required
- Client Filter
Action
Write
- Photo
  Required
- Client Filter
Action
Write
- Status
  Required
Trigger
Instant
Try It

- Page
Trigger
Instant
Try It
Last Updated Contact
Trigger when a contact is updated.
Trigger
Instant
Try It

- Job ID
- File path
  Required
- File name
  Required
Action
Write
- Customer Id
  Required
- Job Title
  Required
- Start time
  Required
- End time
  Required
- Notes
- Location Id
- Address
- City
- State
- Zip Code
Action
Write
- Search Value
Action
Search
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search Value
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Search or write

- Client Filter
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Number
- Account Name
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
New Customer
Trigger when a new customer is added.
Trigger
Instant
Try It
- Workflow
  Required
- Status
  Required
Trigger
Instant
Try It
Last Created Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
- Customer_id
- File
  Required
- Filename
  Required
Action
Write
- First_name
  Required
- Last_name
- Email
- Phone
- Address
- City
- State
- Zip_code
- Notes
Action
Write
- First_name
  Required
- Last_name
- Email
- Phone
- City
- State
- Zip_code
- Address
- Notes
- Job_notes
Action
Write
- Search by text
- Job ID
- Customer ID
- Project ID
- Project Name
- Job Start Date
- Job End Date
Action
Search
- Search by text
- Customer ID
- Project ID
- Project Name
Action
Search

For AI agents & developers

Use Dext and FieldPulse with AI agents and code

Beyond Zap workflows. Call Dext and FieldPulse actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Dext and FieldPulse actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create New Client Account
Attach Customer File

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Dext and FieldPulse actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* dext / fieldpulse action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Dext and FieldPulse to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Dext to FieldPulse integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Dext

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

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Related categories

Accounting

About FieldPulse

FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.

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