IntegrationsChartMogulReckon One
ChartMogul + Reckon One

Connect ChartMogul and Reckon One to Build Intelligent Automations

Choose a Trigger

ChartMogul

When this happens...

Choose an Action

Reckon One

Automatically do this!

Ready to use ChartMogul and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Receipt

New Receipt

Triggered when a new receipt created in Reckon One.

New Customer Adjustment Note

New Customer Adjustment Note

Triggers when a new customer adjustment note is created.

New Contact

New Contact

Triggers when new contact is created.

New Item

New Item

Triggers when new item is created in Reckon One.

Request a new Trigger for ChartMogul

Do thisActions

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

Create a Contact

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Search Customer by Email

Searches for a customer by email

Search Customer via External Id

Search Customer via External Id

Searches for a customer profile via customer's external id

Retrieve a Metric

Retrieve a Metric

Retrieves the specified metrics for the specified time

Retrieve a Customer Profile

Retrieve a Customer Profile

Retrieves a customer profile using customer UUID

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how ChartMogul 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 ChartMogul and Reckon One ?

The data sync between ChartMogul 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 ChartMogul 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 ChartMogul and Reckon One ?

Yes, you can set conditional logic to control the flow of data between ChartMogul 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.

ChartMogul

About ChartMogul

ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.

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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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