Dext + Vtiger CRM

Dext + Vtiger CRM integrations

Export new processed receipts from Dext and create todos in Vtiger CRM

Stay organized and efficient with this handy automation. When you export new processed receipt data from Dext, it prompts the creation of a new task in your Vtiger CRM. This streamlines your workflow by keeping track of tasks in your CRM directly from your financial data without the need to switch between platforms. Reduce manual data input and keep your team on top of tasks.

When this happens...
Export New Processed Receipt DataWhen a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.
TriggerPolling
automatically do this!
Create TodoCreate a new To do in Vtiger.
ActionWrite

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More things you can do with Dext and Vtiger CRM

Discover other triggers and actions you can use with Dext and Vtiger CRM

- Archive Receipts
- Client Filter
Trigger
Polling
Try It
- Threshold
- Client Filter
Trigger
Polling
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- Photo
  Required
- Client Filter
Action
Write
- Photo
  Required
- Client Filter
Action
Write
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
Try It

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It

New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
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New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
Try It
New Case
Triggers when a new Case is created.
Trigger
Polling
Try It
New Event
Triggers when a new event is created.
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

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 Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

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Related categories

CRM (Customer Relationship Management)

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