Dext Make integrationAutomate Dext with Make.
Need your Dext client data somewhere other than Dext? The Dext Make integration gives you 4 modules: 3 actions and 1 search, all built around clients and their activity. This guide connects your account, then walks you through a first scenario you can test yourself.
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What can the Dext Make integration do for you?
The Dext Make integration lets a Make scenario, the automation you build in Make, read your Dext clients and their activity statistics with your own API key. Each brick of that scenario is called a module, and Dext brings four of them: three that fetch or call something, one that searches.
A client roster that stays in sync. Start with List Clients to pull every client from your account, then pass each one to a spreadsheet or a CRM module from another app. Each client travels as a bundle, one item handed from module to module.
An activity check per client. Chain Get a Client Activity after the list, and each client comes back with its activity statistics, ready to feed a report or an alert for the accountant who follows that file.
A single client on demand. When another app already gives you a client reference, Get a Client fetches that one record without listing the whole account. For anything the three named modules skip, Make an API Call reaches other endpoints of the Dext API through the same connection.
What Make does not offer here: Dext has no trigger, so nothing starts a scenario from inside Dext. You start it on a schedule or from another app. The documentation page itself warns that it is AI-generated from Dext's docs and may contain mistakes, so check anything critical with Dext. If you are weighing tools, read n8n vs Make; for plan details, see Make pricing; and to learn the editor properly, Make training covers the basics.
How do you connect Dext to Make?
- 01
Copy your Dext API token
In Dext, open Settings, click API and copy the token shown on screen. You need an active Dext account for this; the key is what lets Make read your data on your behalf.
- 02
Add a Dext module and open the connection
In your Make scenario, add any Dext module and click Create a connection. A connection is your Dext account linked to Make once, then reused by every Dext module you add later.
- 03
Name it and paste the key
The Connection name field is optional, but a clear name helps when you manage several accounts. Paste the token you copied, or follow the on-screen instructions, then save.
Build your first scenario with Dext
GoalWhen the scenario runs on its schedule, Make lists your Dext clients and fetches the activity statistics of each one.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + to place the first module. Since Dext has no trigger, a Dext search will open the flow.
- 02
Add List Clients and connect
Search for Dext, pick List Clients and click Create a connection with your API token. Every client it finds becomes its own bundle for the next step.
- 03
Chain Get a Client Activity
Click the + to the right of List Clients, choose Get a Client Activity, and map the client from the previous module so each client gets its own lookup.
- 04
Test with Run once
Click Run once. Make runs the scenario a single time; open the bubble above each module to read the bundles it received and confirm the activity data looks right.
- 05
Schedule it and switch it on
Open the clock on the first module to set how often it runs (every 15 minutes by default), then switch the scenario on. Each module run on one bundle counts as an operation on your plan.
What each Dext module does
Dext gives you 4 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Get a Client
ActionIn Make“Retrieves an existing client.”
Fetches one existing Dext client, so the rest of your scenario can reuse its details without searching the whole account. You get a single record back, not a list.
Get a Client Activity
ActionIn Make“Retrieves an activity statistics for a client.”
Returns the activity statistics of one client, which turns a plain client list into something you can actually watch. Pair it with a sheet or a messaging module to share what moved.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Sends a request of your choice to the Dext API with the connection you already set up. This is your way out when none of the three named modules covers the endpoint you need.
List Clients
SearchIn Make“Retrieves a list of clients from account.”
Pulls the clients of your Dext account as separate bundles, which gives any scenario a clean starting point. Since Dext has no trigger, this search is often the module that opens the flow.
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