Connect Reckon One and Doppio to Build Intelligent Automations

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Reckon One

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Doppio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Contact

New Contact

Triggers when new contact is created.

New Item

New Item

Triggers when new item is created in Reckon One.

Request a new Trigger for Reckon One

Do thisActions

Action is the task that follows automatically within your Reckon One integrations.

Update Item

Update Item

Updates an existing item.

Create Payment

Create Payment

Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.

Create Item

Create Item

Creates a new item.

Create Contact

Create Contact

Creates a new contact.

Create Receipt

Create Receipt

Creates a new 'money in' receipt.

Render PDF Direct

Render PDF Direct

Render a PDF directly from a specified URL.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Reckon One data is recorded in Doppio. This includes choosing which data fields go into which fields of Doppio, setting up custom formats, and filtering out unwanted information.

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

The data sync between Reckon One and Doppio 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 Reckon One to Doppio?

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 Reckon One and Doppio?

Yes, you can set conditional logic to control the flow of data between Reckon One and Doppio. 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.

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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Doppio

About Doppio

Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.

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