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

Automatically do this!
Get Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
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.

Learn how viaSocket workflows connect Reckon One to your business tools, automating contact syncing, subscription handling, payment alerts, and Google Sheets data entry for small teams.

Discover how FreJun and viaSocket automate calling, track outcomes, and power lead management, recruitment, and customer support workflows with AI-driven insights.

Automate FreJun calls with seamless integrations to HubSpot, Google Sheets, Slack, Trello, and Zendesk via viaSocket. Eliminate manual data entry and boost productivity.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
To start, connect both your Reckon One and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and FreJun 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 FreJun. 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 MoreFreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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