Connect Reckon One and Sender to Build Intelligent Automations
Choose a Trigger
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item
Choose an Action
Automatically do this!
Create Field
Create Campaign
Add Subscriber to Group
Create Group
Remove Subscribers From Group
Create Subscriber
Update Subscriber
Get Subscriber's Data
Delete Subscribers
Delete Group
Rename Group
Delete Segment
Get Segment Details
Rename Field
Delete Field
Ready to use Reckon One and Sender automations
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Actions and Triggers
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.
Create Field
Create a new field, for subscriber.
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Frequently Asked Questions
To start, connect both your Reckon One and Sender accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in Sender (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in Sender. This includes choosing which data fields go into which fields of Sender, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and Sender typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Reckon One and Sender. 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.
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 Sender
Sender.net is a powerful email marketing platform designed to help businesses create, send, and track effective email campaigns. With a user-friendly interface and robust features, it enables users to engage with their audience, automate workflows, and analyze campaign performance.
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