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Zapier makes it easy to integrate Dext with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
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Dext
Dext
1. Choose trigger event
Microsoft Outlook
Microsoft Outlook
2. Choose action
1. Select the event
Setup
Test
Dext
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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Dext and Microsoft Outlook, 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.
Create a new record or update an existing record in your app.
Distribution list
Required
User email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Required
Body Format
Required
Body
Required
Attachment
Action for Files Larger Than 150MB
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
SearchTerm
Required
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search_info
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Group email address or ID
Required
Search Term
Start Date & Time
End Date & Time
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start Date & Time
Required
End Date & Time
Required
Select Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Dext and Microsoft Outlook with AI agents and code
Beyond Zap workflows. Call Dext and Microsoft Outlook 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 Microsoft Outlook actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create New Client Account
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Practical ways you can use Dext and Microsoft Outlook
Schedule project calendar events after adding clients.
Zapier helps by scheduling a Microsoft Outlook calendar event whenever you create a new client in Dext. This reduces manual effort and keeps your project timelines aligned with client onboarding, improving schedule adherence.
When Dext processes a new receipt, Zapier can trigger a notification to your Microsoft Outlook inbox. This automation ensures the sales team has real-time access to expense records, increasing visibility into spending patterns and improving financial planning.
Learn how to automate Microsoft Outlook on the Zapier blog
Make work flow with AI
Level up your Dext to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Dext + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Microsoft Outlook
How do I integrate Dext with Microsoft Outlook?
To integrate Dext with Microsoft Outlook, visit the Integrations section in your Dext account and select Microsoft Outlook from the available options. Follow the on-screen instructions to establish a connection.
What triggers are available with the Dext and Outlook integration?
When integrating Dext with Outlook, you can set up triggers like 'New Email Received' in a specific folder or 'Email Flagged as Important', which can then initiate actions in Dext such as creating a new document entry.
Can I automate email processing in Outlook using Dext?
Yes, you can automate email processing by setting up triggers based on specific criteria like receiving an invoice email. Actions such as extracting data from attachments or saving emails to a specific folder in Dext can then be automated.
Is it possible to create calendar events in Outlook from Dext activities?
Yes, you can set up an integration where actions within Dext, such as task deadlines or reminders, automatically create calendar events in Microsoft Outlook.
Are there limitations on what information can be synced between Dext and Outlook?
While many types of data can be synced, certain sensitive information may not be automatically transferred due to privacy protocols. Always check both platforms for data compatibility and ensure compliance with security policies.
Do I need administrative rights to integrate Dext with my Outlook account?
Usually, you'll need administrative privileges to install integrations like this one. Make sure your account has permission to make changes within both Dext and your Microsoft 365 organization settings.
How do I troubleshoot connection issues between Dext and Outlook?
For connection issues, ensure that both platforms are authorized properly under the same account credentials. Check internet connectivity and review any error messages for clues. If problems persist, consult our support team for assistance.
About Dext
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
