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Set up your first integration
Quickly connect Dext to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dext with Microsoft Outlook - 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 "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Dext and Microsoft Outlook, 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 - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
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Practical ways you can use Dext and Microsoft Outlook
Schedule project calendar events after adding clients.
Zapier helps by scheduling a Microsoft Outlook calendar event whenever you create a new client in Dext. This reduces manual effort and keeps your project timelines aligned with client onboarding, improving schedule adherence.
Project ManagementReceive processed receipt notifications via email
When Dext processes a new receipt, Zapier can trigger a notification to your Microsoft Outlook inbox. This automation ensures the sales team has real-time access to expense records, increasing visibility into spending patterns and improving financial planning.
Sales OpsLearn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Dext + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Microsoft Outlook
How do I integrate Dext with Microsoft Outlook?
To integrate Dext with Microsoft Outlook, visit the Integrations section in your Dext account and select Microsoft Outlook from the available options. Follow the on-screen instructions to establish a connection.
What triggers are available with the Dext and Outlook integration?
When integrating Dext with Outlook, you can set up triggers like 'New Email Received' in a specific folder or 'Email Flagged as Important', which can then initiate actions in Dext such as creating a new document entry.
Can I automate email processing in Outlook using Dext?
Yes, you can automate email processing by setting up triggers based on specific criteria like receiving an invoice email. Actions such as extracting data from attachments or saving emails to a specific folder in Dext can then be automated.
Is it possible to create calendar events in Outlook from Dext activities?
Yes, you can set up an integration where actions within Dext, such as task deadlines or reminders, automatically create calendar events in Microsoft Outlook.
Are there limitations on what information can be synced between Dext and Outlook?
While many types of data can be synced, certain sensitive information may not be automatically transferred due to privacy protocols. Always check both platforms for data compatibility and ensure compliance with security policies.
Do I need administrative rights to integrate Dext with my Outlook account?
Usually, you'll need administrative privileges to install integrations like this one. Make sure your account has permission to make changes within both Dext and your Microsoft 365 organization settings.
How do I troubleshoot connection issues between Dext and Outlook?
For connection issues, ensure that both platforms are authorized properly under the same account credentials. Check internet connectivity and review any error messages for clues. If problems persist, consult our support team for assistance.
