Dext and Salesflare

How to connect Dext

About Dext

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

Dext operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Export New Processed Receipt Data — When a new receipt is submitted and processed, it automatically exports chosen fields to your preferred destination.
  • 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.
  • New Processed Receipt Notification — Triggers when a new receipt has been processed and allows you to create custom notifications.

Actions (4)

Things Salesflare can make it do

  • 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.
  • Create New Client Account — This Zap creates a new client account and sends an invitation to join Dext Prepare to the client.
  • Submit Receipts — This Zap allows you submit an image from another app as a receipt for processing.
  • Submit Sales Invoices — This Zap allows you to submit an image to process as a sales invoice from another app.

Dext operations on Make

Actions (3)

Things Salesflare can make it do

  • Get a Client — Retrieves an existing client.
  • Get a Client Activity — Retrieves an activity statistics for a client.
  • Make an API Call — Performs an arbitrary authorized API call.

Searches (1)

Look up existing records

  • List Clients — Retrieves a list of clients from account.

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