Create integrations between Reckon One and SurveyMethods
Create Email List in SurveyMethods when New Invoice in Reckon One
Add Contact to Email List in SurveyMethods when New Invoice in Reckon One
Create Email List in SurveyMethods when New Payment in Reckon One
Add Contact to Email List in SurveyMethods when New Payment in Reckon One
Create Email List in SurveyMethods when New Receipt in Reckon One
Add Contact to Email List in SurveyMethods when New Receipt in Reckon One
Create Email List in SurveyMethods when New Customer Adjustment Note in Reckon One
Add Contact to Email List in SurveyMethods when New Customer Adjustment Note in Reckon One
Create Email List in SurveyMethods when New Contact in Reckonone
Add Contact to Email List in SurveyMethods when New Contact in Reckonone
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 Email List
Create a new email list in a SurveyMethods account.
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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 SurveyMethods
SurveyMethods is a comprehensive online survey tool designed to help businesses and organizations create, distribute, and analyze surveys efficiently. It offers a range of features including customizable survey templates, advanced analytics, and integration capabilities to enhance data collection and decision-making processes.
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