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How Zapier works
Zapier makes it easy to integrate Revolut Business with Dext - 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 "New Transaction" from Revolut Business.
Add your action
An action happens after the trigger—such as "Create New Client Account" in Dext.
You’re connected!
Zapier seamlessly connects Revolut Business and Dext, 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.
- Transaction typesRequired
- Subscribed accounts
Try ItTriggerPolling- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite
- ID
- Name
- Currency Code
ActionSearch- 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
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Frequently Asked Questions about Revolut Business + Dext integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Revolut Business and Dext
What are the prerequisites for integrating Revolut Business with Dext?
Before integrating, ensure that you have active accounts on both Revolut Business and Dext. Additionally, understanding basic financial transaction categories in your Dext account can be beneficial for setting up relevant triggers and actions.
Is it possible to trigger an action in Dext when a transaction occurs in Revolut Business?
Yes, you can set up a trigger in our integration that will allow a new transaction in your Revolut Business account to create or update an expense entry in Dext automatically.
Can I customize what happens in Dext after a trigger from Revolut Business?
Absolutely. You can customize actions such as categorizing the expense type, adding notes, or attaching receipts automatically when triggered by specific transactions from your Revolut Business account.
How frequently does data sync between Revolut Business and Dext during integration?
The integration typically allows for near real-time synchronization as soon as a trigger event occurs. However, syncing frequency might vary based on the rules you configure for batch operations.
What types of transactions can be tracked from Revolut Business to Dext?
You can track various transaction types including payments sent or received, card transactions, and even refunds. Each of these can be set up as individual triggers for corresponding actions in Dext.
Do I need technical expertise to set up the integration between Revolut Business and Dext?
No technical expertise is required. The integration process involves selecting predefined triggers and actions that best fit your business needs. Our interface is designed to be user-friendly and intuitive.
Are there any limitations on the number of triggers I can set up between my Revolut Business and Dext accounts?
Currently, there are no strict limitations on the number of triggers you can establish; however, it's advisable to keep them manageable and organized to avoid unnecessary complications. We recommend focusing on the most critical business processes.