Dext + Vtiger CRM
Export new processed receipts from Dext and create todos in Vtiger CRM
Stay organized and efficient with this handy automation. When you export new processed receipt data from Dext, it prompts the creation of a new task in your Vtiger CRM. This streamlines your workflow by keeping track of tasks in your CRM directly from your financial data without the need to switch between platforms. Reduce manual data input and keep your team on top of tasks.
Stay organized and efficient with this handy automation. When you export new processed receipt data from Dext, it prompts the creation of a new task in your Vtiger CRM. This streamlines your workflow by keeping track of tasks in your CRM directly from your financial data without the need to switch between platforms. Reduce manual data input and keep your team on top of tasks.
- 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.
- automatically do this!Create Todo
Create a new To do in Vtiger.
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Archive Receipts
Client Filter
Try ItThreshold
Client Filter
Try ItPhotoRequired
Client Filter
PhotoRequired
Client Filter
Client Filter
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Mobile Number
Account Name
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.
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
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