
When this happens...
Contact Created
Contact Updated
Team Membership Updated

Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Callbell
Triggers when a contact is updated
Triggered when a team member is added or removed from a team.
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Action is the task that follows automatically within your Callbell integrations.
Creates a new Contact
Updates one or more fields in an existing contact.
Get all contacts in Callbell.
Get all team in Callbell.
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
Get all channels in Callbell.

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To start, connect both your Callbell and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Callbell 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.
The data sync between Callbell and Reckon One typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Callbell 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.
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
Learn MoreReckon 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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