
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item

Automatically do this!
Create Task
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your Reckon One integrations.
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.
Gets receipts for the selected book and returns them in pages for easy browsing.

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To start, connect both your Reckon One and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and Flowlu 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 Flowlu. 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 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 MoreFlowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
Learn More