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Set up your first integration
Quickly connect Dext to FreshBooks with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dext with FreshBooks - 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 "Add Payment to Invoice" in FreshBooks.
You’re connected!
Zapier seamlessly connects Dext and FreshBooks, 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 - AccountRequired
Try ItTriggerInstant
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Frequently Asked Questions about Dext + FreshBooks integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and FreshBooks
How do I integrate Dext with FreshBooks?
You can integrate Dext with FreshBooks through our platform by setting up workflows known as Zaps. You'll need active accounts in both Dext and FreshBooks. After connecting them, you can create a Zap using a trigger such as 'New Invoice' in FreshBooks, and an action like 'Upload Document' in Dext.
What triggers are available for the Dext and FreshBooks integration?
When integrating Dext with FreshBooks, you can use triggers such as 'New Invoice', 'Updated Invoice', or 'New Client' in FreshBooks. These triggers help automate tasks that will subsequently prompt actions in Dext.
What actions can be performed in Dext when integrated with FreshBooks?
With the integration, you can perform actions like uploading documents or receipts into Dext when there are new invoices created or updated in FreshBooks. This helps streamline your document management process.
Is there any specific data that gets transferred from FreshBooks to Dext during integration?
Yes, when using our integrations, specific data like invoice details, client information, and billing items from FreshBooks can be transferred to Dext for processing and documentation purposes.
Can I customize the automation between Dext and FreshBooks?
Absolutely! Our platform allows you to customize your workflows by choosing specific triggers from FreshBooks and pairing them with desired actions in Dext. This means you control what data flows between the two applications based on your business needs.
Do I need coding skills to set up the integration between Dext and FreshBooks?
No coding skills are required to set up this integration. Our platform provides an intuitive interface where you can easily select triggers from FreshBooks and pair them with corresponding actions in Dext without writing any code.
How often does the data synchronize between Dext and FreshBooks?
The synchronization frequency between Dext and FreshBooks depends on how you configure your workflow settings on our platform. You can set it up to run instantly when triggered by an event in FreshBooks.