Zapier is a tool used to connect softwares together.
Connections are built from a Trigger (an event that causes something to happen), and an Action (the thing that happens).
You can set up the following Triggers and Actions with Dext Prepare and Zapier.
Triggers
Triggers are events that start a Zap. Once the trigger event has occurred, the action will take place.
Actions
Actions are what is affected after a Zap happens. Once the trigger event has occurred, the action will take place.
New Processed Receipt Notification
Event:
Receive a notification whenever a certain number of newly-processed items have been uploaded to an account on Dext Prepare. This can be set up in Zapier where you can decide on an item threshold for notifications and for specific clients.
Example:
Receive a Gmail notification (email) after 10 new items have been uploaded to a Dext Prepare account
Exported Receipts When Ready
Event:
Export specific data from items that have been uploaded to a Dext Prepare account
Example:
Export the Submitter, Supplier, Total Value and Date (other fields of data are also available) of all submitted items to an Excel spreadsheet after they’ve been uploaded to Dext Prepare.
Note: To be able to view an attached image outside of Dext Prepare you need to make sure Image sharing is turned on in the Account details settings in your Dext Prepare account.
Export New Processed Dext Prepare
Event:
When a new receipt is submitted and processed, this Zap will automatically export the fields selected by the user to their preferred destination.
Example:
Export the Submitter, Supplier, Total Value and Date (other fields of data are also available) of all submitted items to an Excel spreadsheet after they’ve been uploaded to Dext Prepare.
______________________________________________________________________________________________
Actions
Create New Client Account
Event:
Create a new Client Account whenever the trigger event takes place. Ensure that you have the first name, last name, email address, and phone number for each client.
Example:
Simplify adding new clients to Dext Prepare by creating a Google Form/Typeform that – whenever the form is completed – creates a new client account and invites any account users.
Submit Receipts
Event:
Upload images from a folder or database
Example:
Upload items to Google Drive and they’ll automatically be uploaded to Dext Prepare.
Schedule Notifications
Note: You need a Zapier Premium account to use this action
Event:
Schedule a notification that details the number of new items processed by Dext Prepare in a specific time period
Example:
Every 3 hours of the working day, my team receives a Slack notification detailing how many new items have been processed by Dext Prepare.