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Dext Integration

Dext is a platform that helps users manage their financial data accurately and efficiently. This platform provides various components that allow users to gain insights into their clients and client activity statistics. Dext is particularly valuable for accountants, financial advisors, and business owners, offering advanced tools and analytics to ensure the accuracy and integrity of financial data. With Dext's automation capabilities, users can optimize their financial processes and manage their businesses more efficiently.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Client Added

Triggers when a new client is added.

Actions

Action components allow you to perform operations on the app.

Get Client Activity Stats

Get the rolling annual, monthly, and quarterly average activity stats for a specific client. See the docs here.

List Clients

Get a list of clients. See the docs here.

How to Integrate Dext?

For Dext integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Dext.
  5. Drag and drop the Dext component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Dext account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!