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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new company is add in your account.
Triggers when a new contact is created.
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.
Triggers when a new customer adjustment note is created.
Action is the task that follows automatically within your Productlane integrations.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.

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To start, connect both your Productlane and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Productlane 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 Productlane 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 Productlane 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.
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
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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