Integrations DataForms.io Reckon One
DataForms.io + Reckon One

Connect DataForms.io and Reckon One to Build Intelligent Automations

Choose a Trigger

DataForms.io

When this happens...

Choose an Action

Reckon One

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Ready to use DataForms.io 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 DataForms.io

Do thisActions

Action is the task that follows automatically within your DataForms.io integrations.

Create Form

Create Form

Creates a new form in DataForms.io using a selected template, title, and submission settings.

Find Form, Template or Entry

Find Form, Template or Entry

Finds a form, template, or entry in your DataForms account by name or code and returns it.

Delete Form

Delete Form

Permanently remove a form so it no longer appears or can be used.

Update Item

Update Item

Updates an existing item.

Create Payment

Create Payment

Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.

Create Item

Create Item

Creates a new item.

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Frequently Asked Questions

How do I start an integration between DataForms.io and Reckon One ?

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

Can we customize how data from DataForms.io is recorded in Reckon One ?

Absolutely. You can customize how DataForms.io 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 DataForms.io and Reckon One ?

The data sync between DataForms.io 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 DataForms.io 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 DataForms.io and Reckon One ?

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

DataForms.io

About DataForms.io

Web-based form builder for businesses that creates, templates, and embeds custom forms on websites with team collaboration and role-based permissions. Provides integrations (Zapier, Make) and a RESTful API for automations and programmatic access (base URL: https://api.dataforms.io).

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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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