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Set up your first integration
Quickly connect Dext to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dext with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Dext and monday.com, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- 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.
ActionWrite - Board IDRequired
Try ItTriggerInstant
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Practical ways you can use Dext and monday.com
Sync processed receipt data to a project board.
Zapier helps Business Owners track financials effectively. When a new receipt is processed in Dext, Zapier updates a relevant item in monday.com. This ensures up-to-date expense information for effective resource allocation and decision-making.
Business OwnerAutomatically add processed receipts to project boards.
Zapier simplifies budget tracking for Project Managers. Whenever a receipt is processed in Dext, Zapier creates a new item on a specific monday.com board, helping you monitor project expenses effortlessly and stay on budget.
Project ManagementTrack sales invoices on monday.com boards.
For Sales Ops, staying on top of invoices is key. With Zapier, when a sales invoice is submitted in Dext, a new item is created in monday.com. This ensures easy tracking of invoices, enhancing sales pipeline visibility.
Sales Ops
