Connect Reckon One and Dotdigital
Integrate Reckon One with Dotdigital to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a List in Dotdigital when New Invoice in Reckon One
Create Contact Data Field in Dotdigital when New Invoice in Reckon One
Refresh Segment in Dotdigital when New Invoice in Reckon One
Send Email Campaign in Dotdigital when New Invoice in Reckon One
Send SMS in Dotdigital when New Invoice in Reckon One
Popular Reckon One + Dotdigital flows
Start from a real workflow other teams are already running.
Choose a trigger
Reckon One
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item
Choose an action
Dotdigital
Automatically do this!
Create a List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
Create a List in Dotdigital when New Invoice in Reckon One
Use this flowCreate Contact Data Field in Dotdigital when New Invoice in Reckon One
Use this flowRefresh Segment in Dotdigital when New Invoice in Reckon One
Use this flowSend Email Campaign in Dotdigital when New Invoice in Reckon One
Use this flowSend SMS in Dotdigital when New Invoice in Reckon One
Use this flowSend Transactional Email in Dotdigital when New Invoice in Reckon One
Use this flowUnsubscribe Contact in Dotdigital when New Invoice in Reckon One
Use this flowCreate a List in Dotdigital when New Payment in Reckon One
Use this flowCreate Contact Data Field in Dotdigital when New Payment in Reckon One
Use this flowRefresh Segment in Dotdigital when New Payment in Reckon One
Use this flowSupported Triggers & Actions
Everything you can automate between Reckon One and Dotdigital.
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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Reckon One and Dotdigital accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Reckon One and Dotdigital as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Dotdigital. No coding required.
Yes. You can set up a workflow where Reckon One triggers actions in Dotdigital, and a separate workflow where Dotdigital triggers actions in Reckon One . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Reckon One and Dotdigital. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reckon One and Dotdigital integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
