Connect Dext and Pleo to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Dext with Pleo - 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 Employee" in Pleo.
You’re connected!
Zapier seamlessly connects Dext and Pleo, 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 Employee
Triggers when a new employee is created.
Try ItTriggerPolling
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Connect Dext and Pleo 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
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Resolve incidents faster with automation
Frequently Asked Questions about Dext + Pleo integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Pleo
How do I integrate Dext with Pleo?
You can integrate Dext with Pleo through our platform by setting up a connection between the two apps. Once you grant permissions, you will be able to create workflows that automate tasks like synchronizing your receipts and expenses.
What triggers are available when using Dext with Pleo?
When using Dext with Pleo, you can set up triggers such as 'New Receipt Uploaded' in Dext to automatically perform actions in Pleo, like creating expense entries or updating financial records.
Can I automate data entry between Dext and Pleo?
Yes, automating data entry between Dext and Pleo is possible. For example, when a receipt is uploaded in Dext, it can trigger an action in Pleo to log the receipt details automatically.
Is it possible to sync expenses from Pleo back to Dext?
Currently, our integration supports sending data from Dext to Pleo. While reverse syncing of expenses directly isn't supported natively, workaround solutions may be configured depending on your needs.
Are there any actions I can perform on receipts within this integration?
Within the integration, once a trigger event happens in Dext (like uploading a receipt), actions such as categorizing expenses or tagging transactions can be automatically performed in Pleo.
Will integrating Dext with Pleo affect my existing records?
Integrating should not affect existing records if set up correctly. However, we advise reviewing automation rules carefully before implementing them. Changes generally only apply to new data unless specified otherwise.
How secure is the integration between Dext and Pleo?
Our integration follows industry-standard security protocols ensuring that your data between Dext and Pleo remains encrypted and secure throughout the synchronization process.
