
When this happens...
New contact
New Email

Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new contact is created
Triggers when new email is created.
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Triggers when a new customer adjustment note is created.
Action is the task that follows automatically within your Microsoft Outlook integrations.
Creates a new contact.
Create a new draft email
Create an event in specified calendar
Delete an existing event
Send an email from your outlook account
Update an existing contact

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To start, connect both your Microsoft Outlook and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Microsoft Outlook 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 Microsoft Outlook 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 Microsoft Outlook 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.
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
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.
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