Dext

dext is an accounting automation platform that streamlines the collection and processing of financial documents integrating dext with make com enables automated extraction and syncing of receipts, invoices, and expense data into accounting systems or workflows this is ai generated content based on official dext documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //help dext com/en/articles/105691 how to contact our dext support team directly requirements to use the dext app in make, you must have an active dext account and an api key, https //dext com for subscription, refer to the https //dext com connect dext and {{product name}} to get started, you must first create a connection between dext and {{product name}} , allowing the two services to communicate obtain your api key in your dext account create the connection in make obtain your api key in your dext account before you create the connection in {{product name}} , you should first obtain your api key in your dext account to obtain your api key navigate to settings click on api copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help dext com/en/s/article/api?utm source=openai create the connection in {{product name}} https //www make com/en/register , add the dext module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your dext account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page dext modules after connecting to the dext app, you can choose from a list of available modules to build your {{scenario plural lowercase}} get a client fetches detailed information about a specific client that already exists in your system get a client activity retrieves detailed activity statistics for a specific client, including metrics such as usage, engagement, or performance data list clients fetches a list of all client records associated with your account make an api call executes a custom api request to the connected service using your authorized credentials templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} dext resources you can have access to more resources related to this app on the following links https //community make com/search?q=dext https //dext com https //help receipt bank com/hc/en us/articles/360017853277 api#api endpoints https //www make com/en/integrations/dext