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Set up your first integration
Quickly connect Dext to Gmail with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dext with Gmail - no code necessary. See how you can get setup in minutes.
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 "Add Label to Email" in Gmail.
You’re connected!
Zapier seamlessly connects Dext and Gmail, 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
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- 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.
ActionWrite - Label or mailbox
- Search keywords
Try ItTriggerPolling
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Practical ways you can use Dext and Gmail
Archive processed receipts when emails are received
For business owners managing invoice and receipt reconciliation, this automation connects Gmail and Dext. When a new email with an attachment arrives (like an invoice or proof of payment), Zapier archives the processed receipt data in Dext. It helps streamline receipt storage and reduces manual entry.
Business OwnerAutomatically file receipt data for candidate reimbursements
For HR teams handling candidate travel expense reimbursements, this automation triggers when a new receipt is processed in Dext. Zapier forwards the receipt data to your Gmail, where it can be stored or shared with accounting for quicker reimbursement processing.
HR & Recruiting OpsGet email notification for newly processed Dext receipts
For Sales Ops teams managing expenses related to closed deals, this workflow triggers whenever a new receipt is processed in Dext. Zapier sends an email notification to your Gmail account, ensuring timely updates and facilitating prompt expense tracking in your sales records.
Sales OpsLearn how to automate Gmail on the Zapier blog
Frequently Asked Questions about Dext + Gmail integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Gmail
Can I use Dext to automate tasks in Gmail?
Yes, you can use Dext to automate various Gmail tasks by setting up specific triggers and actions. Triggers such as receiving a new email or starring an email can initiate actions like archiving the message or sending a follow-up reminder. Our integration allows you to customize these workflows according to your needs.
What are the triggers available for Dext and Gmail integration?
The integration provides several triggers, including when a new email is received, when an email is labeled, or when an attachment is added. These triggers help in automating subsequent actions like saving attachments to cloud storage or categorizing emails.
How do I set up a workflow between Dext and Gmail?
To set up a workflow, you need to choose a trigger event from your Gmail account, such as receiving an email. Then, select an action that Dext will perform in response to this trigger. For example, upon receiving an invoice via email, you can automate its entry into your accounting system using our tools.
Can I filter emails before they trigger an action through Dext?
Yes, filtering is possible by setting conditions on your trigger. For instance, you can specify that only emails from certain senders or those containing specific keywords should initiate an action in Dext.
What actions can be performed in Gmail through the integration with Dext?
With the integration, you can perform many actions such as automatically labeling emails, moving them between folders, marking them as read/unread, or even generating automated responses based on certain criteria.
Do I need technical skills to integrate Dext with Gmail?
Integrating Dext with Gmail does not require advanced technical skills. We provide a user-friendly interface where you simply choose triggers and corresponding actions. Our step-by-step guide assists throughout the setup process.
Is it possible to stop or modify workflows once they are activated between Dext and Gmail?
Absolutely! You can pause or modify any active workflow easily through our dashboard at any time. This flexibility ensures that your processes remain aligned with any changes in your work requirements.
