Connect Cradl AI and Reckon One
Integrate Cradl AI with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Cradl AI + Reckon One flows
Start from a real workflow other teams are already running.
Choose a trigger
Cradl AI
When this happens...
New Document
New Dataset
Choose an action
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Update Item in Reckon One when New Document in Cradl-ai
Use this flowCreate Payment in Reckon One when New Document in Cradl-ai
Use this flowCreate Item in Reckon One when New Document in Cradl-ai
Use this flowCreate Contact in Reckon One when New Document in Cradl-ai
Use this flowCreate Receipt in Reckon One when New Document in Cradl-ai
Use this flowGet Receipts from Reckon One when New Document in Cradl-ai
Use this flowGet All Invoices from Reckon One when New Document in Cradl-ai
Use this flowUpdate Item in Reckon One when New Dataset in Cradl-ai
Use this flowCreate Payment in Reckon One when New Dataset in Cradl-ai
Use this flowCreate Item in Reckon One when New Dataset in Cradl-ai
Use this flowSupported Triggers & Actions
Everything you can automate between Cradl AI and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset is created.
New Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
New Receipt
Triggered when a new receipt created in Reckon One.
New Customer Adjustment Note
Triggers when a new customer adjustment note is created.
Do thisActions
Action is the task that follows automatically within your Cradl AI integrations.
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
List users
Get all existing users.
List Agent
List all Agent in Cradl AI.
Create agent
Create a new agent.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
Learn more
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cradl AI and Reckon One accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cradl AI and Reckon One as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Reckon One . No coding required.
Yes. You can set up a workflow where Cradl AI triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in Cradl AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cradl AI and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cradl AI and Reckon One integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
