
When this happens...
New Invoice
New Payment
New Receipt
New Customer Adjustment Note
New Contact
New Item

Automatically do this!
Create Task
Update Task
Delete Task
Get a Task
List Projects
List Boards
List Bookmarks
List Current User
List Discussions
List Tasks
List Templates
List templates group
Create Checklist
Update Checklist
Delete Checklist
Create Task Comment
Create Project Comment
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Triggers when a new customer adjustment note is created.
Triggers when new contact is created.
Triggers when new item is created in Reckon One.
Action is the task that follows automatically within your Reckon One integrations.
Updates an existing item.
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Creates a new item.
Creates a new contact.
Creates a new 'money in' receipt.
Creates a new task in a specified project.

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To start, connect both your Reckon One and TeamGantt accounts to viaSocket. Once connected, you can set up a workflow where an event in Reckon One triggers actions in TeamGantt (or vice versa).
Absolutely. You can customize how Reckon One data is recorded in TeamGantt. This includes choosing which data fields go into which fields of TeamGantt, setting up custom formats, and filtering out unwanted information.
The data sync between Reckon One and TeamGantt 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 TeamGantt. 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 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 MoreTeamGantt is a project management tool that allows teams to plan, schedule, and manage their projects using Gantt charts. It provides a visual timeline for project tasks, making it easier to track progress and collaborate effectively.
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