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- TemplatesLibrary of Automation Workflows
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- EmbedEmbed viaSocket in your SaaS/AI
- Workflow Automation GuideAutomate tasks easily
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Reckon One
Create integrations between Reckon One and your favorite App
Create effective Reckon One automations in minutes by using pre-made templates that are customized for your needs
Select Any App to connect with Reckon One
Reckon One
Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them
DNA Behavior
DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.
Discover My Franchise
Discover My Franchise is a discovery relationship manager that allows prospecting franchise candidates to learn about your franchise brand.
Digimind Social
Digimind is a web and social media listening platform that helps you track consumer insights, competitors, and market trends.
dex
Dex is a personal CRM that helps you build stronger relationships.
devicemagic
Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.
Demand IQ
Stella by Demand IQ is a lead generation tool that helps solar companies convert clicks into sales opportunities.
delenta
Delenta is an all-in-one digital platform for knowledge-based entrepreneurs, such as coaches, mentors, and consultants. Through our platform, you can launch, manage & market your practice with ease and effortless professionalism.
daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
datalyse
Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact Centre needs.
databox
Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.
Actions and Triggers
When this happensTriggers
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.
Do thisActions
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.
Know More About viaSocket 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
- How do you map data in viaSocket workflows?
- Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
- How does viaSocket handle errors or exceptions in automated workflows?
- viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
- Is it possible to customize automated workflows according to my business needs?
- Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
- What happens if one of the connected apps changes its API or functionality?
- viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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About viaSocket
viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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