Dext + Smartsheet

Dext + Smartsheet integrations

Add attachments to rows in Smartsheet for new processed receipts notifications in Dext

Stay on top of your expenses with this handy workflow. When you receive a new processed receipt notification in Dext, it will instantly add an attachment to the relevant row in Smartsheet. This process ensures each financial transaction is documented efficiently, allowing for better financial management and organization without the extra manual work. Use this workflow to streamline your financial procedures and stay more organized.

When this happens...
New Processed Receipt NotificationTriggers when a new receipt has been processed and allows you to create custom notifications.
TriggerPolling
automatically do this!
Add Attachment to RowAdds a file attachment to a row.
ActionWrite

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More things you can do with Dext and Smartsheet

Discover other triggers and actions you can use with Dext and Smartsheet

- 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
- Choose a Sheet
  Required
Trigger
Polling
Try It

- Choose a Sheet
  Required
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
Try It

- Sheet
  Required
- Row
  Required
- File Attachment
  Required
Action
Write
- Choose a Sheet
  Required
- Add Row to Top or Bottom
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Sheet
  Required
- Column
  Required
- Parent Row
Action
Write
- Destination
  Required
- Sheet to Copy
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row ID
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Format
  Required
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a Workspace
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet ID
  Required
- Query
  Required
Action
Search

- 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
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a Sheet
  Required
Trigger
Polling
Try It
- Select a Report
  Required
Trigger
Polling
Try It
- Workspace Name
  Required
Action
Write
- Choose a Sheet
  Required
- Row
  Required
- Title
  Required
- Comment
  Required
Action
Write
- Source Folder
  Required
- Destination Folder
  Required
- New Folder Name
  Required
Action
Write
- Workspace
  Required
- New Name
  Required
- What to Include?
- Skip Remap
Action
Write
- Choose Source Sheet
  Required
- Choose a Destination Sheet
  Required
- Choose Row
  Required
Action
Write
- Destination
  Required
- Template
  Required
- Copy Cells?
  Required
- Copy Attachments?
  Required
- Copy Discussions?
  Required
- Sheet Name
  Required
Action
Write
- Choose a Sheet
  Required
- Email Address(es)
  Required
- Choose Row
  Required
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a Sheet
  Required
- Email Address(es) to Share To
  Required
- Access Level
  Required
- Notify via Email?
  Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet ID
  Required
- Row ID
  Required
Action
Search

About Dext

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

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

HelpHelp

Related categories

Spreadsheets

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Submit new Smartsheet attachments as receipts in Dext

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Submit new Smartsheet attachments as receipts in Dext