Automate Reckon One workflows to save time and improve cash flow
Use viaSocket to connect Reckon One with sales, payments, receipt capture and reporting tools so invoices are created, chased and reported automatically—no coding.
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Triggers and Actions in Reckon One Automations
viaSocket makes it simple to connect Reckon One and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contact
Triggers when new contact is created.
New Item
Triggers when new item is created in Reckon One.
Do thisActions
Action is the task that follows automatically within your Reckon One integrations.
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.
Create Item
Creates a new item.
Create Contact
Creates a new contact.
Create Receipt
Creates a new 'money in' receipt.
Get Receipts
Gets receipts for the selected book and returns them in pages for easy browsing.
How to get started with Reckon One automations
Automate when something happens in Reckon One
Login -> Create new flow -> Select trigger -> Search Reckon One -> Choose the trigger from the list
Take action in Reckon One when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Reckon One -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
Pick a pre-built template or build a workflow in viaSocket: choose the trigger (e.g., sale closed, receipt uploaded), map fields to Reckon One (customer, amounts, tax codes), then activate. No code required and templates speed common setups.
Yes. viaSocket can detect overdue invoices in Reckon One, send staged reminders by email or SMS and include a payment link. You can conditionally add late fees or notify your accounts team if reminders fail.
Yes — viaSocket can apply AI-assisted categorization to incoming receipts and bank items, suggesting the correct expense category and tax code before posting to Reckon One, reducing manual reviews.
viaSocket uses encrypted connections and follows best-practice access controls. Connections only exchange the data you authorize and can be revoked at any time. We recommend using a dedicated integration user in Reckon One.
Sync frequency depends on your workflow. Triggers run in near real-time for events (invoices, receipts) and scheduled workflows can run hourly or daily for reports and reconciliations.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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