Connect Reckon One and Preset Cloud
Integrate Reckon One with Preset Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Teams in Preset Cloud when New Invoice in Reckon One
Get Team Members in Presetcloud9 when New Invoice in Reckon One
Delete a Team Member in Presetcloud9 when New Invoice in Reckon One
List All Teams in Preset Cloud when New Payment in Reckon One
Get Team Members in Presetcloud9 when New Payment in Reckon One
Popular Reckon One + Preset Cloud flows
Start from a real workflow other teams are already running.
Choose a trigger
Reckon One
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item
Choose an action
Preset Cloud
Automatically do this!
List All Teams
Get Team Members
Delete a Team Member
List All Teams in Preset Cloud when New Invoice in Reckon One
Use this flowGet Team Members in Presetcloud9 when New Invoice in Reckon One
Use this flowDelete a Team Member in Presetcloud9 when New Invoice in Reckon One
Use this flowList All Teams in Preset Cloud when New Payment in Reckon One
Use this flowGet Team Members in Presetcloud9 when New Payment in Reckon One
Use this flowDelete a Team Member in Presetcloud9 when New Payment in Reckon One
Use this flowList All Teams in Preset Cloud when New Receipt in Reckon One
Use this flowGet Team Members in Presetcloud9 when New Receipt in Reckon One
Use this flowDelete a Team Member in Presetcloud9 when New Receipt in Reckon One
Use this flowList All Teams in Preset Cloud when New Customer Adjustment Note in Reckon One
Use this flowSupported Triggers & Actions
Everything you can automate between Reckon One and Preset Cloud.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Reckon One integrations.
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.
Get Receipts
Gets receipts for the selected book and returns them in pages for easy browsing.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Preset Cloud
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Reckon One and Preset Cloud accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Reckon One and Preset Cloud as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Preset Cloud. No coding required.
Yes. You can set up a workflow where Reckon One triggers actions in Preset Cloud, and a separate workflow where Preset Cloud triggers actions in Reckon One . Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Reckon One and Preset Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Reckon One and Preset Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
