Connect Microsoft Power BI and Reckon One
Integrate Microsoft Power BI with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Reckon One when New Dataset in Microsoft-power-bi
Create Payment in Reckon One when New Dataset in Microsoft-power-bi
Get Receipts from Reckon One when New Dataset in Microsoft-power-bi
Create Receipt in Reckon One when New Dataset in Microsoft-power-bi
Get All Invoices from Reckon One when New Dataset in Microsoft-power-bi
Popular Microsoft Power BI + Reckon One flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Power BI
When this happens...
New Dataset
Choose an action
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Create Contact in Reckon One when New Dataset in Microsoft-power-bi
Use this flowCreate Payment in Reckon One when New Dataset in Microsoft-power-bi
Use this flowGet Receipts from Reckon One when New Dataset in Microsoft-power-bi
Use this flowCreate Receipt in Reckon One when New Dataset in Microsoft-power-bi
Use this flowGet All Invoices from Reckon One when New Dataset in Microsoft-power-bi
Use this flowCreate Item in Reckon One when New Dataset in Microsoft-power-bi
Use this flowDelete a Dataset in Microsoft-power-bi when New Invoice in Reckon One
Use this flowTrigger Dataset Refresh in Microsoft Power BI when New Contact in Reckonone
Use this flowGet all Reports from Microsoft Power BI when New Payment in Reckon One
Use this flowDelete a Dataset in Microsoft-power-bi when New Payment in Reckon One
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Power BI and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
New Dataset
Triggered when a new dataset is created in Power BI.
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.
Do thisActions
Action is the task that follows automatically within your Microsoft Power BI integrations.
Get all Reports
Get all existing reports.
Trigger Dataset Refresh
Trigger a dataset refresh
Delete a Dataset
Delete an existing dataset
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Power BI and Reckon One workflows.
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About Microsoft Power BI
Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.
Learn moreSimilar apps
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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Power BI 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 Microsoft Power BI 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 Microsoft Power BI triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in Microsoft Power BI. 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 Microsoft Power BI and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Power BI 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.
