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Dext + Zoho Books

Create new Zoho Books items from Dext’s exported, processed receipt data

Move your financial data with ease as it gets processed. Whenever new receipt data is processed in Dext, this workflow will swiftly create a corresponding item in your Zoho Books account. This automation saves you time, minimizes manual data entry and keeps your financial records consistently up-to-date. Manage your receipts and financial documents efficiently with Dext and Zoho Books working together in your daily operations.

Move your financial data with ease as it gets processed. Whenever new receipt data is processed in Dext, this workflow will swiftly create a corresponding item in your Zoho Books account. This automation saves you time, minimizes manual data entry and keeps your financial records consistently up-to-date. Manage your receipts and financial documents efficiently with Dext and Zoho Books working together in your daily operations.

  1. When this happens...
    DextDext
    Export New Processed Receipt Data

    When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.

    TriggerScheduled
  2. automatically do this!
    Zoho BooksZoho Books
    Create Item

    Creates a new item.

    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
    • OrganizationRequired

    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.
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Related categories

  • Accounting
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About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories