Connect Podio and Reckon One to Build Intelligent Automations

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Podio

When this happens...

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Reckon One

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Ready to use Podio and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Item

New Item

Triggers when you add a new item, record or entry to an app (standard or custom).

New Workspace

New Workspace

Triggers when you add a new space.

New Activity

New Activity

Triggers whenever there is activity in your stream.

Item Updated

Item Updated

Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

New View

New View

Triggers when a new view is added.

New Invoice

New Invoice

Triggered when a new invoice is created in Reckon One.

Do thisActions

Action is the task that follows automatically within your Podio integrations.

Create Status

Create Status

Add a status update to a workspace stream.

Create Item

Create Item

Create a new item, record or entry inside an app (standard or custom).

Find Item

Find Item

Find an item by title in an app.

Get all Files

Get all Files

Get all existing files.

Get all Tasks

Get all Tasks

Get all existing in a workspace

Create a Task

Create a Task

Creates a new task.

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Frequently Asked Questions

How do I start an integration between Podio and Reckon One ?

To start, connect both your Podio and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Reckon One (or vice versa).

Can we customize how data from Podio is recorded in Reckon One ?

Absolutely. You can customize how Podio 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.

How often does the data sync between Podio and Reckon One ?

The data sync between Podio and Reckon One typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Podio to Reckon One ?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Podio and Reckon One ?

Yes, you can set conditional logic to control the flow of data between Podio 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.

Podio

About Podio

Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.

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Reckon One

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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