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

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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.
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To start, connect both your Reckon One and ListClean accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in ListClean (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in ListClean. This includes choosing which data fields go into which fields of ListClean, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and ListClean 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 ListClean. 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.
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