Connect Dext and Microsoft Office 365 to unlock the power of automation

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Quickly connect Dext to Microsoft Office 365 with a Zapier template.

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Send an email in Microsoft Office 365 for new processed receipts in Dext
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Dext + Microsoft Office 365

Send an email in Microsoft Office 365 for new processed receipts in Dext

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Dext + Microsoft Office 365

How Zapier works

Zapier makes it easy to integrate Dext with Microsoft Office 365 - 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 Microsoft Office 365

An action is what takes place after the automation is triggered. For example, with Microsoft Office 365, the action could be "Create Event."

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

That’s it! You just connected Dext to Microsoft Office 365

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Dext to Microsoft Office 365 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 + Microsoft Office 365 integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Microsoft Office 365

How do I integrate Dext with Microsoft Office 365?

To integrate Dext with Microsoft Office 365, you'll need to use our platform. By doing this, you can set up triggers such as the receipt of a new document in Dext to initiate actions like adding events to your Outlook calendar or updating Excel files.

Are there specific triggers available for the Dext and Microsoft Office 365 integration?

Yes, the integration supports triggers like the addition of new documents or transactions in Dext. These triggers can prompt actions in Office 365 applications, such as updating spreadsheets or sending emails via Outlook.

Can I automate data entry from Dext to Excel using this integration?

Absolutely! You can automate the process where every time a new expense is documented in Dext, it automatically updates a corresponding sheet in Microsoft Excel.

What types of actions can be automated between Dext and Outlook?

Through our integration, you can automate actions such as sending an email via Outlook when specific conditions are met in Dext, like a document being approved or exported.

Is it possible to set reminders in Outlook based on activities in Dext?

Yes, you can create reminders or tasks in Outlook that are triggered by specific events in Dext. For example, when an invoice reaches its due date or when it's time for an expense review.

Do I need technical expertise to set up the integration between Dext and Microsoft Office 365?

Not at all. Our platform is designed for users without technical backgrounds. The setup involves intuitive steps that guide you through selecting desired triggers and actions.

Can I customize what data gets shared between Dext and Microsoft Office 365 applications?

Yes, you'll have control over selecting which data points are shared between your Dext account and Office 365 apps. Customization ensures the synchronization happens exactly how you need it.

Connect Dext and Microsoft Office 365 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.

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
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- Threshold
- Client Filter
Trigger
Polling
Try It
- Photo
  Required
- Client Filter
Action
Write
- Photo
  Required
- Client Filter
Action
Write
- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It

- Contact Folder
Trigger
Polling
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It

- Parent Folder
  Required
- Child Folder
Trigger
Polling
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search Term
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

- Client Filter
Trigger
Polling
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
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Shared Inbox
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It
- Calendar
Trigger
Polling
Try It
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search

Learn how to automate Microsoft Office 365 on the Zapier blog

About Dext

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

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Related categories

Accounting

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.