
When this happens...
New Task
Updated Task
Completed Task

Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created.
Triggers when a task is update.
Triggers when a task is completed
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.
Action is the task that follows automatically within your Microsoft To Do integrations.
Marks a task as completed in Microsoft To Do.
Creates a new list in Microsoft To Do to organize tasks.
Gets the details of a task by its ID or Name.
Creates a new task.
Get an all lists
Get an existing user details.

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To start, connect both your Microsoft To Do and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft To Do triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Microsoft To Do 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 To Do 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 To Do 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 To Do is a task management app to help you stay organized and manage your day-to-day. You can use Microsoft To Do to make shopping lists or task lists, take notes, record collections, plan an event, or set reminders to increase your productivity and focus on what matters to you.
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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