Create integrations between Reckon One and Pivotal Tracker
Create Project in Pivotal Tracker when New Invoice in Reckon One
Find Project in Pivotal-tracker when New Invoice in Reckon One
Create Story in Pivotal-tracker when New Invoice in Reckon One
Create Project in Pivotal Tracker when New Payment in Reckon One
Find Project in Pivotal-tracker when New Payment in Reckon One
Create Story in Pivotal-tracker when New Payment in Reckon One
Create Project in Pivotal Tracker when New Receipt in Reckon One
Find Project in Pivotal-tracker when New Receipt in Reckon One
Create Story in Pivotal-tracker when New Receipt in Reckon One
Create Project in Pivotal Tracker when New Customer Adjustment Note in Reckon One
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.
Create Project
creates a new project.
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Frequently Asked Questions
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 MoreAbout Pivotal Tracker
Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.
Learn More
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