Connect Membrain and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
Prospect Created
Prospect Disqualified
Sales Project Archives
Sales Project Created
Sales Project Won
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Ready to use Membrain and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Prospect Created
Triggers when a new Prospect is created.
Prospect Disqualified
Triggers when a prospect has been disqualified.
Sales Project Archives
Triggers when a sales project is archived.
Sales Project Created
Triggers when a new sales project is created.
Sales Project Won
Triggers when a sales project is won.
New Invoice
Triggered when a new invoice is created in Reckon One.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company
Create Contact
Creates a new contact.
Create Sales Project
Create a new sales project.
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.
Create Item
Creates a new item.
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Frequently Asked Questions
To start, connect both your Membrain and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Membrain triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Membrain 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 Membrain 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 Membrain 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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
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.
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