Connect OneDrive and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
New File
New Folder
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use OneDrive and Reckon One automations
Actions and Triggers
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 a Folder
Creates a folder.
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.
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Frequently Asked Questions
To start, connect both your OneDrive and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in OneDrive triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how OneDrive 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 OneDrive 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 OneDrive 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 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 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.
Learn More
