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How Zapier works
Zapier makes it easy to integrate Dext with Simpro - 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 "Create Company Customer" in Simpro.
You’re connected!
Zapier seamlessly connects Dext and Simpro, 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 - New Company Customer
Triggers when a company customer is created.
Try ItTriggerInstant
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Frequently Asked Questions about Dext + Simpro integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Simpro
How do I set up the integration between Dext and Simpro?
To set up the integration, navigate to your integrations page within our platform. Then, select the Dext and Simpro apps and follow the on-screen instructions. You'll need to specify triggers from Dext, like 'New Invoice', and actions in Simpro, like 'Create Customer Job', ensuring that everything is aligned with your workflow requirements.
What permissions are needed for integrating Dext with Simpro?
You'll need administrator access for both Dext and Simpro to authorize the integration. This is crucial because we'll require permission to access specific data points that will trigger actions across both platforms.
Are there any specific triggers available in Dext for use with Simpro?
Certainly. In Dext, you can utilize triggers such as 'New Invoice', 'Invoice Approved', or 'Receipt Processed'. These events can prompt actions within Simpro, like 'Create Invoice' or 'Update Project'.
Can I customize which fields are transferred from Dext to Simpro?
Yes, you can customize field mappings between the two applications. During setup, specify which data fields from a trigger in Dext should populate corresponding fields in a Simpro action.
What are some common errors during integration and how do I resolve them?
Common issues include incorrect API credentials or insufficient permissions. Ensure all API keys are correct and that accounts have necessary permissions. Retry the connection if issues persist.
Is real-time synchronization possible between Dext and Simpro?
Currently, real-time synchronization isn’t supported. However, we offer frequent polling intervals that closely mimic real-time data updates depending on your plan settings.
How can I test if my integration between Dext and Simpro is working correctly?
We recommend setting up a test scenario where you trigger a sample event in Dext (e.g., 'New Expense') and check if it successfully creates or updates an item in Simpro. You can monitor logs through our dashboard for detailed info on each step performed.