Connect Routee and Reckon One to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

Reckon One

Automatically do this!

Ready to use Routee and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

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.

Do thisActions

Action is the task that follows automatically within your Routee integrations.

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Routee and Reckon One 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 Routee to Reckon One ?

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 Routee and Reckon One ?

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

Routee

About Routee

Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.

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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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