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How Zapier works
Zapier makes it easy to integrate Dext with Jobber - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "Create Client" in Jobber.
You’re connected!
Zapier seamlessly connects Dext and Jobber, automating your workflow.
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
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- 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.
ActionWrite - New Client Created
Triggers when a client is created.
Try ItTriggerInstant
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Frequently Asked Questions about Dext + Jobber integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Jobber
How can I connect Dext to Jobber?
To establish a connection between Dext and Jobber, you need to use our platform as a bridge. You start by setting up a Zap that includes triggers and actions specific to your workflow needs. For example, you can trigger an action in Jobber whenever new data is available in Dext.
What triggers are supported when integrating Dext with Jobber?
When integrating Dext with Jobber, we support triggers such as new receipts or invoices uploaded in Dext. These triggers can be used to prompt specific actions in Jobber, like creating a new expense or updating client information.
Are there any specific actions I can automate between the two platforms?
Yes, you can automate several actions such as creating client records and logging expenses in Jobber whenever new items are processed in Dext. This helps streamline your workflow by eliminating manual data entry tasks.
Is it possible to update existing records in Jobber using data from Dext?
Currently, the integration focuses on creating new records based on data from Dext rather than updating existing ones. You'll want to design your workflows with this functionality in mind.
Do I need any coding skills to set up the integration between Dext and Jobber?
No coding skills are required. Our platform's user-friendly interface allows you to create Zaps that connect Dext and Jobber with ease through simple trigger-action configurations.
Can the integration handle complex workflows involving multiple steps?
While our platform is designed for simplicity, it does allow for complex workflows involving multiple step Zaps. You can chain together several actions following a single trigger event from either Dext or Jobber.
Is real-time data synchronization supported between Dext and Jobber?
Our integrations aim to provide near real-time synchronization by executing Zaps shortly after the trigger event occurs; however, exact timing may vary depending on server load and other factors influencing speed.