Create Folder in Filestage when New Invoice in Reckon One
Create Project in Filestage when New Invoice in Reckon One
Archive/Unarchive Project in Filestage when New Invoice in Reckon One
Add Reviewers to Reviewers Group in Filestage when New Invoice in Reckon One
Create Review Comment in Filestage when New Invoice in Reckon One
Get Reviewer Groups by Project in Filestage when New Invoice in Reckon One
Get Review by ID from Filestage when New Invoice in Reckon One
Get Project by ID in Filestage when New Invoice in Reckon One
Get projects in Filestage when New Invoice in Reckon One
Get folders in Filestage when New Invoice in Reckon One
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Triggers when a new customer adjustment note is created.
Triggers when new contact is created.
Triggers when new item is created in Reckon One.
Updates an existing item.
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Creates a new item.
Creates a new contact.
Creates a new 'money in' receipt.
Creates a folder.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreFilestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.
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