Connect Dext to AccountEdge and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Dext with AccountEdge - no code necessary. See how you can get setup in minutes.

Select a trigger from Dext

A trigger is an event that starts your Zap and runs the workflow. For example, with Dext, a trigger could be "Export Receipts When Ready."

A trigger is the event that kicks off your automated workflow.

Setup an action from AccountEdge

An action is what takes place after the automation is triggered. For example, with AccountEdge, the action could be "Create Customer."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dext to AccountEdge

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Dext and AccountEdge 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.

Connect Dext and AccountEdge to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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
Scheduled
Try It
- Threshold
- Client Filter
Trigger
Scheduled
Try It
- Photo
  Required
- Client Filter
Action
Write
- Photo
  Required
- Client Filter
Action
Write
- Is Lead
Trigger
Scheduled
Try It

- Sale Type
Trigger
Scheduled
Try It
- Update
Trigger
Scheduled
Try It

- Update
Trigger
Scheduled
Try It
- Source
- First Name
  Required
- Last Name
  Required
- street1
- street2
- city
- state
- country
- zip
- Email
  Required
- phone1
- website
Action
Write
- id
  Required
- First Name
  Required
- Last Name
  Required
- street1
- street2
- city
- state
- country
- zip
- Email
  Required
- phone1
- website
Action
Write

- Client Filter
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Mobile Number
- Account Name
Action
Write
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
Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
Purchase Order
Triggers when a new purchase order is created.
Trigger
Scheduled
Try It
- Sale Type
Trigger
Scheduled
Try It
- Is Lead
- Update
Trigger
Scheduled
Try It
Vendor
Triggers when a new vendor is created.
Trigger
Scheduled
Try It
- Source
- First Name
  Required
- Last Name
  Required
- street1
- street2
- city
- state
- country
- zip
- Email
  Required
- phone1
- website
Action
Write
- id
  Required
- First Name
  Required
- Last Name
  Required
- street1
- street2
- city
- state
- country
- zip
- Email
  Required
- phone1
- website
Action
Write

About Dext

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

Learn more Help

Related categories

Accounting

About AccountEdge

AccountEdge Connect is a web-companion tool for AccountEdge; Premium Mac and Windows accounting for small businesses in the US and Canada.

Help

Related categories

Accounting

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Connect Dext to AccountEdge and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Dext

Setup an action from AccountEdge

That’s it! You just connected Dext to AccountEdge

Connect Dext and AccountEdge to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Dext and AccountEdge to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Dext to AccountEdge and automate any workflow

How Zapier works

Select a trigger from Dext

Setup an action from AccountEdge

That’s it! You just connected Dext to AccountEdge

Connect Dext and AccountEdge to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Dext and AccountEdge to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Dext to AccountEdge and automate any workflow