Connect OneDrive and Reckon One
Integrate OneDrive with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular OneDrive + Reckon One flows
Start from a real workflow other teams are already running.
Choose a trigger
OneDrive
When this happens...
New File
New Folder
Choose an action
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Create Payment in Reckon One when New File in OneDrive
Use this flowCreate Item in Reckon One when New File in OneDrive
Use this flowCreate Contact in Reckon One when New File in OneDrive
Use this flowCreate Receipt in Reckon One when New File in OneDrive
Use this flowGet Receipts from Reckon One when New File in OneDrive
Use this flowGet All Invoices from Reckon One when New File in OneDrive
Use this flowUpdate Item in Reckon One when New Folder in Onedrive
Use this flowCreate Payment in Reckon One when New Folder in Onedrive
Use this flowCreate Item in Reckon One when New Folder in Onedrive
Use this flowCreate Contact in Reckon One when New Folder in Onedrive
Use this flowSupported Triggers & Actions
Everything you can automate between OneDrive and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
New File
Triggers when a new file is added.
New Folder
Trigger when new folder is added.
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.
Do thisActions
Action is the task that follows automatically within your OneDrive integrations.
Create Folder
Create a new folder in your OneDrive root, a specified parent folder, or a shared folder. Automatically renames if a folder with the same name already exists.
Upload a New File
Upload a new file
Find File
Find a .txt or .md file
Find Folders
Search your OneDrive for folders by name. You can search your whole drive, look inside a specific parent folder, and include folders that others have shared with you.
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.
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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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About OneDrive
Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.
Learn more
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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your OneDrive 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 OneDrive 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 OneDrive triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in OneDrive. 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 OneDrive and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire OneDrive 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.
