Connect Reckon One and Microsoft Viva Goals to Build Intelligent Automations
Enable Integrations or automations with these events of Reckon One and Microsoft Viva Goals
Enable Integrations or automations with these events of Reckon One and Microsoft Viva Goals
Triggers
New Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
New Receipt
Triggered when a new receipt created in Reckon One.
New Customer Adjustment Note
Triggers when a new customer adjustment note is created.
New Contact
Triggers when new contact is created.
New Item
Triggers when new item is created in Reckon One.
Actions
Update Item
Updates an existing item.
Create Payment
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Create Item
Creates a new item.
Create Contact
Creates a new contact.
Create Receipt
Creates a new 'money in' receipt.
Explore more automations built by businesses and experts
Know More About Reckonone and Microsoft Viva Goals Integrations
Automate Reckon One with viaSocket
Discover how to automate Reckon One effortlessly with viaSocket. Streamline your accounting processes and enhance productivity with our innovative solutions.
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Frequently Asked Questions
To start, connect both your Reckon One and Microsoft Viva Goals accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in Microsoft Viva Goals (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in Microsoft Viva Goals. This includes choosing which data fields go into which fields of Microsoft Viva Goals, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and Microsoft Viva Goals 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 Microsoft Viva Goals. 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.
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.
Learn More
About Microsoft Viva Goals
Microsoft Viva Goals is a goal-setting and OKR management solution that aligns teams to your organization’s priorities, driving results and a thriving business.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.