Connect Reckon One and Backlog to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item
Choose an Action
Automatically do this!
Get all Activities
Get Space Logo
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List all Teams
Get Space Licence
Get List of Recently Viewed Issues
List all Groups
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Ready to use Reckon One and Backlog automations
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Actions and Triggers
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 all Activities
Find all existing activities
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Frequently Asked Questions
To start, connect both your Reckon One and Backlog accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in Backlog (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in Backlog. This includes choosing which data fields go into which fields of Backlog, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and Backlog 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 Reckon One and Backlog. 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.
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 MoreAbout Backlog
Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
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