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Zapier makes it easy to integrate Dext with Simpro - 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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Simpro
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Simpro
2. Choose action
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1. Select the event
Setup
Test
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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 "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
    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
  • Simpro triggers, actions, and search
    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It

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Connect Dext and Simpro 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.

Make work flow with AI

Level up your Dext to Simpro 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 + 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.

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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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
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