Connect Bexio and Reckon One to Build Intelligent Automations

Choose a Trigger

Bexio

When this happens...

Choose an Action

Reckon One

Automatically do this!

Ready to use Bexio and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order

New Order

Triggers when a new order is created

New Quote

New Quote

Triggers when a new quote is created or updated

New Sales-Invoice

New Sales-Invoice

Triggers when a new sales invoice is created or updated

New/Updated Company

New/Updated Company

Triggers when a company is added or updated

New Invoice

New Invoice

Triggered when a new invoice is created in Reckon One.

New Payment

New Payment

Triggered when a new payment is recorded in Reckon.

Do thisActions

Action is the task that follows automatically within your Bexio integrations.

Create Product

Create Product

Creates a product

Create Project

Create Project

Creates a Project

Create Person

Create Person

Creates a person

Create Company

Create Company

Creates a company

Export Invoice to PDF

Export Invoice to PDF

Exports an existing sales invoice as a pdf document

Search Project

Search Project

Search a project

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Frequently Asked Questions

How do I start an integration between Bexio and Reckon One ?

To start, connect both your Bexio and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Bexio triggers actions in Reckon One (or vice versa).

Can we customize how data from Bexio is recorded in Reckon One ?

Absolutely. You can customize how Bexio data is recorded in Reckon One . This includes choosing which data fields go into which fields of Reckon One , setting up custom formats, and filtering out unwanted information.

How often does the data sync between Bexio and Reckon One ?

The data sync between Bexio and Reckon One typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bexio to Reckon One ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bexio and Reckon One ?

Yes, you can set conditional logic to control the flow of data between Bexio and Reckon One . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Bexio

About Bexio

Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.

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Reckon One

About Reckon One

Reckon One is a comprehensive accounting and bookkeeping software designed to streamline financial management for businesses of all sizes. It offers a range of features including invoicing, expense tracking, payroll management, and financial reporting to help businesses maintain accurate and up-to-date financial records.

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