Dext + Smartsheet

Add attachments to rows in Smartsheet for new processed receipts notifications in Dext

Stay on top of your expenses with this handy workflow. When you receive a new processed receipt notification in Dext, it will instantly add an attachment to the relevant row in Smartsheet. This process ensures each financial transaction is documented efficiently, allowing for better financial management and organization without the extra manual work. Use this workflow to streamline your financial procedures and stay more organized.

Stay on top of your expenses with this handy workflow. When you receive a new processed receipt notification in Dext, it will instantly add an attachment to the relevant row in Smartsheet. This process ensures each financial transaction is documented efficiently, allowing for better financial management and organization without the extra manual work. Use this workflow to streamline your financial procedures and stay more organized.

  1. When this happens...
    DextDext
    New Processed Receipt Notification

    Triggers when a new receipt has been processed and allows you to create custom notifications.

    TriggerScheduled
  2. automatically do this!
    SmartsheetSmartsheet
    Add Attachment to Row

    Adds a file attachment to a row.

    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
    • Choose a SheetRequired

    Trigger
    Scheduled
    Try It
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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
smartsheet logo
smartsheet logo

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

  • Spreadsheets

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