
When this happens...
New Lead Submitted

Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Lead Submitted
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.
Triggers when a new customer adjustment note is created.
Triggers when new contact is created.
Action is the task that follows automatically within your Facebook Lead Ads integrations.
Get one page of leads from the selected lead form, with optional limit/offset pagination and a next-page cursor.
Get lead forms from Facebook
Get lead form details by ID
Retrieve a Facebook lead by ID
Updates an existing item.
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.

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To start, connect both your Facebook Lead Ads and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Facebook Lead Ads triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Facebook Lead Ads 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 Facebook Lead Ads 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 Facebook Lead Ads 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.
Automate the process of capturing and managing leads from Facebook. Seamlessly integrate your Facebook lead generation campaigns with your CRM or email marketing tools to ensure no potential customer is missed.
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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