Connect Sanchay Crm and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use Sanchay Crm and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
New Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Create New User
Create a new user in CRM
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Sanchay Crm 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.
The data sync between Sanchay Crm and Reckon One 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 Sanchay Crm 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.
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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