Integrate Guidebook with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Item in Reckon One when New Attendee(s) in Guidebook
Create Payment in Reckon One when New Attendee(s) in Guidebook
Create Item in Reckon One when New Attendee(s) in Guidebook
Create Contact in Reckon One when New Attendee(s) in Guidebook
Create Receipt in Reckon One when New Attendee(s) in Guidebook
Start from a real workflow other teams are already running.
Guidebook
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Update Item in Reckon One when New Attendee(s) in Guidebook
Use this flowCreate Payment in Reckon One when New Attendee(s) in Guidebook
Use this flowCreate Item in Reckon One when New Attendee(s) in Guidebook
Use this flowCreate Contact in Reckon One when New Attendee(s) in Guidebook
Use this flowCreate Receipt in Reckon One when New Attendee(s) in Guidebook
Use this flowGet Receipts from Reckon One when New Attendee(s) in Guidebook
Use this flowGet All Invoices from Reckon One when New Attendee(s) in Guidebook
Use this flowUpdate Item in Reckon One when New Menu Item in Guidebook
Use this flowCreate Payment in Reckon One when New Menu Item in Guidebook
Use this flowCreate Item in Reckon One when New Menu Item in Guidebook
Use this flowEverything you can automate between Guidebook and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new guide is created.
Trigger when a new new attendee is created.
Trigger when new menu item is created.
Trigger when a new custom list is created.
Trigger when a new custom list item(s) created
Trigger when a new session is created.
Action is the task that follows automatically within your Guidebook integrations.
Update an existing guide
Creates a Custom List Item for your Guide.
Creates a custom list on your guide.
Menu Items link features in builder and app to guides.
This endpoint will create an Attendee that is owned by your Account
Links a Custom List Item to its parent Custom List.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
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.
Learn moreSign up for a free viaSocket account, then authorize both your Guidebook and Reckon One accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Guidebook and Reckon One as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Reckon One . No coding required.
Yes. You can set up a workflow where Guidebook triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in Guidebook. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Guidebook and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Guidebook and Reckon One integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.