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How Zapier works
Zapier makes it easy to integrate Dext with Procore - 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 "Create Worker - Company" in Procore.
You’re connected!
Zapier seamlessly connects Dext and Procore, automating your workflow.
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Frequently Asked Questions about Dext + Procore integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Procore
What is required to set up the Dext and Procore integration?
To set up the integration between Dext and Procore, you will need active accounts on both platforms. Once you've ensured that, you can use our platform to authenticate your accounts and configure the integration settings. You'll also need to decide which specific triggers and actions you'd like to automate, such as moving processed invoices from Dext into specific Procore projects.
How do I connect my Dext account with Procore using your service?
You can connect your Dext account with Procore by navigating to our integrations tab where you'll be prompted to enter your login credentials for both accounts. Once authenticated, you can then set triggers in Dext, such as when a new invoice is uploaded, to prompt actions in Procore, like creating a new cost record.
Can I customize which data gets transferred from Dext to Procore?
Yes, our integration allows you to customize data transfer based on specific conditions and triggers. For example, you might choose certain fields from a processed invoice in Dext to update particular fields in a Procore project's budget line items.
What happens if there is an error during the synchronization between Dext and Procore?
If an error occurs during synchronization, we will notify you instantly via email or within the dashboard. You'll be given detailed information on what went wrong so that you can take corrective measures. Additionally, our system logs all actions and errors for troubleshooting purposes.
How often does the integration sync data between Dext and Procore?
The frequency of data synchronization can be customized based on your preferences when setting up the integration. You could opt for real-time updates whenever a trigger event occurs in Dext or schedule periodic synchronizations depending on your project needs.
Are there any limitations on what types of documents or records can be transferred from Dext to Procore?
While most common financial documents like invoices and receipts are fully supported for transfer from Dext to Procore, it's important to verify document type compatibility during setup. Some document formats might require additional configuration or conversion steps.
Is there support available if I encounter issues with the integration?
Yes, we provide comprehensive support for our users facing issues with integrations. Our support team is available through various channels including email and chat to assist with troubleshooting any problems related to triggers, data transfer issues or other technical matters associated with connecting Dext and Procore.
Connect Dext and Procore 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.
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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 - CompanyRequired
- ProjectRequired
Try ItTriggerInstant
