Connect Reckon One and fulcrum to Build Intelligent Automations

Choose a Trigger

Reckon One

When this happens...

Choose an Action

fulcrum

Automatically do this!

Enable Integrations or automations with these events of Reckon One and fulcrum

Enable Integrations or automations with these events of Reckon One and fulcrum

Triggers

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

Actions

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.

Request a new Action for Reckon One

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Frequently Asked Questions

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

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

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

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

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

The data sync between Reckon One and fulcrum 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 fulcrum?

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 fulcrum?

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

About fulcrum

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.

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