Connect Emelia and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
Fetch advanced campaign
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Ready to use Emelia and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch advanced campaign
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.
New Contact
Triggers when new contact is created.
Do thisActions
Action is the task that follows automatically within your Emelia integrations.
Create a campaign
Create a new campaign with targeted email lists and content setup.
Add contact to a campaign
Add a contact to a specific campaign for targeted outreach and engagement.
Create a LinkedIn campaign
The action "Create a LinkedIn campaign" initiates a new LinkedIn campaign via API.
Add contact to a LinkedIn campaign
The action "Add contact to a LinkedIn campaign" adds contacts to your campaign.
Create an advanced campaign
The action "Create an advanced campaign" initiates a complex, customized campaign with advanced settings
List campaigns
List a campaigns
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Frequently Asked Questions
To start, connect both your Emelia and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Emelia triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Emelia 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 Emelia 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 Emelia 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.
About Emelia
Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.
Learn MoreAbout 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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