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How Zapier works
Zapier makes it easy to integrate Dext with Shopify - 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 Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects Dext and Shopify, 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 Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerPolling
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Learn how to automate Shopify on the Zapier blog
Frequently Asked Questions about Dext + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Shopify
How do I integrate Dext with Shopify?
To integrate Dext with Shopify, you'll need to set up a workflow through our platform where you can trigger actions based on events in Shopify. For example, you can trigger document extraction and data entry in Dext whenever a new order is created in Shopify.
Can I automate invoice management using Dext and Shopify?
Yes, by integrating Dext with Shopify, you can automate your invoice management. For instance, each time a new order is placed on Shopify, our integration can automatically extract the relevant invoice data and organize it within your Dext account.
What triggers are available when connecting Dext with Shopify?
When connecting Dext with Shopify, triggers such as 'New Order,' 'New Customer,' or 'Updated Order' are available. These allow you to initiate various actions like document processing in Dext automatically.
Do I need any technical skills to set up the integration between Dext and Shopify?
No technical expertise is required. We provide a user-friendly interface where you can easily connect Dext with Shopify by following step-by-step instructions for setting up triggers and actions.
Is there support for syncing customer data from Shopify to Dext?
Yes, our integration allows you to sync customer data from Shopify to Dext. By setting up specific triggers like 'New Customer', you can ensure that your customer database within Dext stays updated automatically.
Are there any limitations on the data that can be transferred from Shopify to Dext?
While most order and customer data can be transferred seamlessly through our integration, it's important to note that highly customized or third-party app-specific fields might require additional configuration.
How do I troubleshoot if the integration between Dext and Shopify isn't working as expected?
If you're facing issues with the integration not performing as expected, first check the configured triggers and actions for errors or misconfigurations. Our support team is also available to help diagnose any persistent problems.