Connect Planable and Reckon One
Integrate Planable with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Item in Reckon One when When a post becomes fully approved in the workspace in Planable
Create Payment in Reckon One when When a post becomes fully approved in the workspace in Planable
Create Item in Reckon One when When a post becomes fully approved in the workspace in Planable
Create Contact in Reckon One when When a post becomes fully approved in the workspace in Planable
Create Receipt in Reckon One when When a post becomes fully approved in the workspace in Planable
Popular Planable + Reckon One flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a post becomes fully approved in the workspace
When a post is published
Choose an action
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Update Item in Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Payment in Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Item in Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Contact in Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Receipt in Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowGet Receipts from Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowGet All Invoices from Reckon One when When a post becomes fully approved in the workspace in Planable
Use this flowUpdate Item in Reckon One when When a post is published in Planable
Use this flowCreate Payment in Reckon One when When a post is published in Planable
Use this flowCreate Item in Reckon One when When a post is published in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
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 Planable integrations.
Create Post
Creates a new social media post in Planable.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to group content, manage approvals, and schedule posts.
Update Campaign
Update a campaign’s details such as name, status, dates, color, icon, and links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
List Campaigns
List campaigns in a workspace, with optional status filtering and pagination.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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.
Learn More About Automation
Automate Reckon One with viaSocket
Learn how viaSocket workflows connect Reckon One to your business tools, automating contact syncing, subscription handling, payment alerts, and Google Sheets data entry for small teams.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Planable and Reckon One free
No credit card required. Set up your first workflow in minutes.
About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
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 Planable 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 Planable 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 Planable triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in Planable. 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 Planable and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable 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.
