Integrate Dext with Zoho Books to automate your work

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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

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How Zapier works

Zapier makes it easy to integrate Dext with Zoho Books - 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 Zoho Books

An action is what takes place after the automation is triggered. For example, with Zoho Books, 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 Zoho Books

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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

Set up your first integration

Quickly connect Dext to Zoho Books with a Zapier template.

Our most popular template

Create new Zoho Books items from Dext’s exported, processed receipt data
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Dext + Zoho Books

Create new Zoho Books items from Dext’s exported, processed receipt data

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Dext + Zoho Books

Make work flow with AI

Level up your Dext to Zoho Books integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Dext + Zoho Books integrations

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

How can I connect Dext to Zoho Books for seamless data transfer?

We support integration between Dext and Zoho Books using various triggers and actions. To connect them, set up a trigger in Dext, such as 'New Receipt Imported', and an action in Zoho Books, like 'Create Expense'. Our system facilitates the data flow without manual entry.

What are the prerequisites for integrating Dext with Zoho Books?

Before integrating, ensure both Dext and Zoho Books accounts are active. You also need permissions to access API settings in both applications. Once verified, use our interface to authenticate both accounts and map triggers to actions.

Which triggers are available for Dext when integrated with Zoho Books?

In the integration setup, you can choose from various triggers such as 'New Receipt Imported', 'New Supplier Created', or 'Receipt Approved' in Dext to initiate corresponding actions in Zoho Books.

What actions can be performed in Zoho Books from a trigger in Dext?

When a trigger occurs in Dext, you can automate several actions in Zoho Books including but not limited to 'Create Expense', 'Create Invoice', or 'Update Supplier'. These options help streamline your accounting workflows.

How do errors get handled during the integration process?

Should an error occur during the integration process, our system will alert you via notifications. You can then review logs within our platform to diagnose issues or contact support if needed.

Is it possible to customize the field mapping between Dext and Zoho Books?

Yes, during setup, you have the flexibility to customize field mappings according to your business needs. Our interface allows easy adjustments so that data fields align appropriately between Dext and Zoho Books.

Does integrating Dext with Zoho Books automatically sync all historical data?

Currently, only new transactions post-integration are automatically synced. Historical data requires a manual export-import process between Dext and Zoho Books.

Connect Dext and Zoho Books 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.

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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.

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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.

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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.

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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.

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Connect Dext and Zoho Books 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
- Organization
  Required
Trigger
Instant
Try It

- Status
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- PAN Number
- GSTIN or UIN
- GST Treatment
- Place of Contact
- Contact Name
  Required
- Company Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Website
- Phone
- Mobile
- Billing Address Address
- Billing Address City
- Billing Address Zip
- Billing Address State
- Billing Address Country
- Billing Address Fax
- Shipping Address Address
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address Fax
- Shipping Address Zip
- Payment Terms
- Notes
- Vat Treatment
- Tax Treatment
- TRN Number
- Place of Supply
Action
Write

- Organization
  Required
- Customer Name
  Required
- Invoice Number
- Date
- Due Date
- Payment Terms
- Discount
- Exchange Rate
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Quantity
  Required
- Full Line Item Rate
  Required
- Full Line Items Discount
- Payment Options
- Shipping Charge
- Adjustment
- Allow Partial Payment
- Notes
- Send
- Vat Treatment
- Tax Treatment
- Reference Number
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Customer Name
  Required
- Estimate Number
- Date
- Expiry Date
- Full Line Items Name
  Required
- Full Line Item Rate
  Required
- Full Line Item Quantity
  Required
- Full Line Items Discount
- Full Line Items Description
- Exchange Rate
- Estimate Notes
- Send
- Estimate Terms
- Shipping Charge
Action
Write
- Organization
  Required
- Full Line Items Name
  Required
- Full Line Items Description
- Full Line Item Rate
  Required
- Tax Percentage
Action
Write
- Organization
  Required
- Invoice Number
Action
Search

Learn how to automate Dext on the Zapier blog

Learn how to automate Zoho Books on the Zapier blog

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

About Zoho Books

Zoho Books is cloud-based accounting software in which you can record, audit and analyze all financial transactions easily. With secure data storage, easy navigation and customizable features, Zoho Books provide a head start in accounting for small businesses.

Related categories

Integrate Dext with Zoho Books to automate your work

How Zapier works

Select a trigger from Dext

Setup an action from Zoho Books

That’s it! You just connected Dext to Zoho Books

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create new Zoho Books items from Dext’s exported, processed receipt data

Create new Zoho Books items from Dext’s exported, processed receipt data

Make work flow with AI

Frequently Asked Questions about Dext + Zoho Books integrations

Connect Dext and Zoho Books to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Dext and Zoho Books to unlock the power of automation

Supported triggers and actions

Learn how to automate Dext on the Zapier blog

Learn how to automate Zoho Books on the Zapier blog

Connect Dext to Zoho Books on the world's largest no-code automation platform