Connect mentortools and Reckon One to Build Intelligent Automations
Ready to use mentortools and Reckon One automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Item
Triggers when new item is created in Reckon One.
Do thisActions
Action is the task that follows automatically within your mentortools integrations.
Get Courses
Get simplified list of courses
Create Courses
Total Courses
Get total count of courses
Course info by ID
Get course info by ID (simple info)
Get module by ID
Get module info by ID
Get Module information
Get detailed module information
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Frequently Asked Questions
To start, connect both your mentortools and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in mentortools triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how mentortools 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 mentortools 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 mentortools 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 mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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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