Integrations Productlane Reckon One
Productlane + Reckon One

Connect Productlane and Reckon One to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

Reckon One

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a new contact is created.

New Invoice

New Invoice

Triggered when a new invoice is created in Reckon One.

New Payment

New Payment

Triggered when a new payment is recorded in Reckon.

New Receipt

New Receipt

Triggered when a new receipt created in Reckon One.

New Customer Adjustment Note

New Customer Adjustment Note

Triggers when a new customer adjustment note is created.

Do thisActions

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

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

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Frequently Asked Questions

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

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).

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

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.

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

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.

Can I filter or transform data before sending it from Productlane 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 Productlane and Reckon One ?

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

About Productlane

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.

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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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