Connect Reckon One and SellApp to Build Intelligent Automations

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Reckon One

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SellApp

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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.

Create a coupon

Create a coupon

Create a coupon that gives customers a percentage or fixed discount, with limits and an expiration date

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Frequently Asked Questions

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

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

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

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

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

The data sync between Reckon One and SellApp 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 SellApp?

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 SellApp?

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

About SellApp

SellApp is a powerful eCommerce platform designed to streamline online sales and digital product distribution. It offers robust tools for managing transactions, inventory, and customer interactions, making it ideal for businesses looking to enhance their online presence and sales efficiency.

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