Dext and Salesflare
How to connect Dext
- Via Zapier — 7 operations available. Set it up ↗
- Via Make — 4 modules available. Set it up ↗
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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