Connect Reckon One and Notion to Build Intelligent Automations

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Reckon One

When this happens...

Choose an Action

Notion

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Ready to use Reckon One and Notion automations

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.

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.

Query A Data Source Item

Query A Data Source Item

Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Reckon One and Notion 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 Notion?

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 Notion?

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

About Notion

Notion is an all-in-one workspace for note-taking, project management, and task organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.

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