Dext + monday.com

Export new Dext receipts and create items in monday.com when ready

Easily streamline your financial data management with this handy workflow. When an export receipt is ready in Dext, this automation steps in to promptly create a new item within the monday.com app. This not only organizes your financial receipts in a timely manner but also ensures all critical data is updated for easy access and management on the monday.com platform. Experience a more efficient way to keep your financial data in check!

Easily streamline your financial data management with this handy workflow. When an export receipt is ready in Dext, this automation steps in to promptly create a new item within the monday.com app. This not only organizes your financial receipts in a timely manner but also ensures all critical data is updated for easy access and management on the monday.com platform. Experience a more efficient way to keep your financial data in check!

  1. When this happens...
    DextDext
    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.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Archive Receipts

    • Client Filter

    Trigger
    Scheduled
    Try It
    • Threshold

    • Client Filter

    Trigger
    Scheduled
    Try It
    • PhotoRequired

    • Client Filter

    Action
    Write
    • PhotoRequired

    • Client Filter

    Action
    Write
    • Client Filter

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • 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
    • Board IDRequired

    Trigger
    Instant
    Try It
dext logo
dext logo

About Dext

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

Related categories

  • Accounting
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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