Connect Google Docs and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use Google Docs and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
Runs when a new Google Docs document is created within the chosen time window.
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 Google Docs integrations.
Create Document From Text
Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.
Add or replace text in Google Doc
Add new text to a selected Google Doc tab, or replace that tab’s existing content.
Create Document From Template
Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.
Get Document Content
Retrieve title and plain text
Update Item
Updates an existing item.
Create Payment
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
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Step by step guides to integrate Google Docs and Reckon One
Frequently Asked Questions
To start, connect both your Google Docs and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Docs triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Google Docs 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 Google Docs 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 Google Docs 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 Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
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
