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Zapier makes it easy to integrate Dext with FreshBooks - no code necessary. See how you can get setup in minutes.

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Dext
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Dext
1. Choose trigger event
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FreshBooks
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FreshBooks
2. Choose action
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1. Select the event
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Dext
Choose a trigger event

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
    Trigger
    Polling
    Try It
    • Threshold
    • Client Filter
    Trigger
    Polling
    Try It
    • Photo
      Required
    • Client Filter
    Action
    Write
    • Photo
      Required
    • Client Filter
    Action
    Write
    • Client Filter
    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • 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
    • Account
      Required
    Trigger
    Instant
    Try It

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Connect Dext and FreshBooks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate FreshBooks on the Zapier blog

Make work flow with AI

Level up your Dext to FreshBooks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

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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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About FreshBooks
FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
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