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Dext + Zapier Tables

Export new Dext receipts and create records in Zapier Tables

When you're prepared to compile your financial documents in Dext, this workflow immediately organizes them into a structured format in Zapier Tables. It simplifies your accounting tasks and provides a central hub for all your essential finance data. The process not only streamlines your record-keeping but also saves you time in managing your financial accounts.

When you're prepared to compile your financial documents in Dext, this workflow immediately organizes them into a structured format in Zapier Tables. It simplifies your accounting tasks and provides a central hub for all your essential finance data. The process not only streamlines your record-keeping but also saves you time in managing your financial accounts.

  1. When this happens...
    DextDext
    Export Receipts When Ready

    Fetch and export the receipt data when it is ready for export. You can also archive the receipts you've exported.

    TriggerScheduled
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Archive Receipts

    • Client Filter

    Trigger
    Scheduled
    Try It
    • Threshold

    • Client Filter

    Trigger
    Scheduled
    Try It
    • PhotoRequired

    • Client Filter

    Action
    Write
    • PhotoRequired

    • Client Filter

    Action
    Write
    • Client Filter

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Mobile Number

    • Account Name

    Action
    Write
  • Dext triggers, actions, and search

    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
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
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About Dext

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

Related categories

  • Accounting
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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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