Create records in Airtable for every new processed receipt notification in Dext
This workflow streamlines your record management by creating an entry in Airtable every time a new processed receipt notification arises in Dext. It saves you time by managing and tracking all your Dext receipts without manual data entry, ensuring your records in Airtable are always up-to-date. Perfect for those managing finances, it organically integrates both platforms to make accounting tasks more efficient.
This workflow streamlines your record management by creating an entry in Airtable every time a new processed receipt notification arises in Dext. It saves you time by managing and tracking all your Dext receipts without manual data entry, ensuring your records in Airtable are always up-to-date. Perfect for those managing finances, it organically integrates both platforms to make accounting tasks more efficient.
- When this happens...New Processed Receipt Notification
Triggers when a new receipt has been processed and allows you to create custom notifications.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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Archive Receipts
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Try ItFirst NameRequired
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Mobile Number
Account Name
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.
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