Dext + Zoho Books

Dext + Zoho Books integrations

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.

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 ItemCreates a new item.
ActionWrite

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More things you can do with Dext and Zoho Books

Discover other triggers and actions you can use with Dext and Zoho Books

- 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
- Organization
  Required
Trigger
Instant
Try It

- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
- Last Name
- Email
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write

- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Invoice Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Item Name
  Required
- Description
- Quantity
  Required
- Rate
  Required
- Discount ($)
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- VAT Treatment
- Tax Treatment
- Reference Number
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Name
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Item Name
  Required
- Description
- Rate
- Tax Percentage
- Inventory Tracking Enabled in Organization
Action
Write
- Organization
  Required
- Invoice Number
  Required
Action
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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

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.

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Related categories

Accounting

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