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

Automatically do this!
Log list
Create prompt
Thread list
Retrieve prompts
Update prompt
Delete prompt
Model list
Create prompt version
Retrieve prompt versions
Explore more automations built by businesses and experts
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.
The Logs List endpoint allows you to get the past logs with specified filters.

Discover how to automate Reckon One effortlessly with viaSocket. Streamline your accounting processes and enhance productivity with our innovative solutions.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
To start, connect both your Reckon One and Keywords AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in Keywords AI (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in Keywords AI. This includes choosing which data fields go into which fields of Keywords AI, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and Keywords AI 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 Keywords AI. 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 MoreKeywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.
Learn More