Integrations Gravity Forms Reckon One
Gravity Forms + Reckon One

Connect Gravity Forms and Reckon One to Build Intelligent Automations

Choose a Trigger

Gravity Forms

When this happens...

Choose an Action

Reckon One

Automatically do this!

Ready to use Gravity Forms and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggered when a new form is submitted in Gravity Forms.

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.

Do thisActions

Action is the task that follows automatically within your Gravity Forms integrations.

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.

Create Contact

Create Contact

Creates a new contact.

Create Receipt

Create Receipt

Creates a new 'money in' receipt.

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Frequently Asked Questions

How do I start an integration between Gravity Forms and Reckon One ?

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

Can we customize how data from Gravity Forms is recorded in Reckon One ?

Absolutely. You can customize how Gravity Forms 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 Gravity Forms and Reckon One ?

The data sync between Gravity Forms 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 Gravity Forms 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 Gravity Forms and Reckon One ?

Yes, you can set conditional logic to control the flow of data between Gravity Forms 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.

Gravity Forms

About Gravity Forms

Gravity Forms is a powerful and flexible WordPress plugin that allows users to create custom forms for their websites. It offers a wide range of features including conditional logic, file uploads, and multi-page forms, making it ideal for collecting information, conducting surveys, and managing user registrations.

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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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