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Dext + NetSuite

Export ready receipts from Dext and upload files to NetSuite's file cabinet

This workflow streamlines your data organization process on Dext and NetSuite platforms. Once your receipts are ready in the Dext app, the workflow triggers and immediately uploads the receipt files straight into your File Cabinet in NetSuite. It simplifies the way you handle your receipts, reducing the time spent on manual data transfer and ensuring the secure, timely storage of your important documents.

This workflow streamlines your data organization process on Dext and NetSuite platforms. Once your receipts are ready in the Dext app, the workflow triggers and immediately uploads the receipt files straight into your File Cabinet in NetSuite. It simplifies the way you handle your receipts, reducing the time spent on manual data transfer and ensuring the secure, timely storage of your important documents.

  1. When this happens...
    DextDext
    Export Receipts When Ready

    Fetch and export the receipt data when it is ready for export. You can also archive the receipts you've exported.

    TriggerPolling
  2. automatically do this!
    NetSuiteNetSuite
    Upload File to File Cabinet

    Uploads a new file to the File Cabinet.

    ActionWrite
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Supported triggers and actions

    • Client Filter

    Trigger
    Polling
    Try It

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • 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

    • Record TypeRequired

    Trigger
    Polling
    Try It
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About Dext

Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
Learn more

Related categories

  • Accounting
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About NetSuite

NetSuite is a cloud-based ERP that provides accounting services, financial management, CRM, inventory management, e-commerce and more
Learn more

Related categories

  • CRM (Customer Relationship Management)

Related Zap Templates

  • Export new processed receipt data from Dext and upload files to NetSuite's file cabinet

Related Zap Templates

  • Export new processed receipt data from Dext and upload files to NetSuite's file cabinet