Connect FreeAgent and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Invoice
New Task
New User
New Project
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use FreeAgent and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when you add a new contact.
New Invoice
Triggers when a new invoice is added or meets criterion.
New Task
Triggers when a new task is added.
New User
Triggers when a new user is added.
New Project
Triggers when a new project is added.
New Invoice
Triggered when a new invoice is created in Reckon One.
Do thisActions
Action is the task that follows automatically within your FreeAgent integrations.
Create Task
Create a task inside a project.
Create Contact
Create a new contact in FreeAgent.
Create User
Create a new User in FreeAgent.
Create a Project
Create a new Project in FreeAgent.
Update a Task
Update a task.
Delete a Task
Delete a task.
Know More About Freeagent and Reckonone Integrations
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Frequently Asked Questions
To start, connect both your FreeAgent and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in FreeAgent triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how FreeAgent 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 FreeAgent 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 FreeAgent 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 FreeAgent
FreeAgent is a comprehensive accounting software designed to simplify financial management for small businesses and freelancers. It offers features such as invoicing, expense tracking, project management, and tax forecasting, making it an ideal solution for managing business finances efficiently.
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.
Learn More
