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IntegrationsReckon One Leadzen.ai
Reckon One + Leadzen.ai

Connect Reckon One and Leadzen.ai to Build Intelligent Automations

Choose a Trigger

Reckon One

When this happens...

Choose an Action

Leadzen.ai

Automatically do this!

Ready to use Reckon One and Leadzen.ai automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your Reckon One integrations.

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.

Get Credits

Get Credits

Get credits availability of your account.

Request a new Action for Reckon One

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Reckon One and Leadzen.ai?

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

Can we customize how data from Reckon One is recorded in Leadzen.ai?

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

How often does the data sync between Reckon One and Leadzen.ai?

The data sync between Reckon One and Leadzen.ai 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 Leadzen.ai?

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 Leadzen.ai?

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

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.

AccountingCommerce
Learn More
Leadzen.ai

About Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

Sales and CRM
Learn More

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