Connect Holded and Reckon One to Build Intelligent Automations

Choose a Trigger

Holded

When this happens...

Choose an Action

Reckon One

Automatically do this!

Ready to use Holded and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when a new contact created.

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 Holded integrations.

Create Contact

Create Contact

Create a new contact.

List Contacts

List Contacts

Get all your contact by phone number.

Update Contact

Update Contact

Update a specific contact.

Create Product

Create Product

Create a new product.

List Products

List Products

Get all your products.

Create Payment

Create Payment

Create a new payment.

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Frequently Asked Questions

How do I start an integration between Holded and Reckon One ?

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

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

Absolutely. You can customize how Holded 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 Holded and Reckon One ?

The data sync between Holded 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 Holded 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 Holded and Reckon One ?

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

Holded

About Holded

The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.

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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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