Connect seven and Reckon One
Integrate seven with Reckon One to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular seven + Reckon One flows
Start from a real workflow other teams are already running.
Choose a trigger
seven
When this happens...
Incoming SMS
Incoming call
Choose an action
Reckon One
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Update Item in Reckon One when Incoming SMS via Seven
Use this flowCreate Payment in Reckon One when Incoming SMS via Seven
Use this flowCreate Item in Reckon One when Incoming SMS via Seven
Use this flowCreate Contact in Reckon One when Incoming SMS via Seven
Use this flowCreate Receipt in Reckon One when Incoming SMS via Seven
Use this flowGet Receipts from Reckon One when Incoming SMS via Seven
Use this flowGet All Invoices from Reckon One when Incoming SMS via Seven
Use this flowUpdate Item in Reckon One when Incoming call in Seven
Use this flowCreate Payment in Reckon One when Incoming call in Seven
Use this flowCreate Item in Reckon One when Incoming call in Seven
Use this flowSupported Triggers & Actions
Everything you can automate between seven and Reckon One .
When this happensTriggers
A trigger is an event that starts a workflow.
Incoming SMS
Triggers when a new inbound sms has been received
Incoming call
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.
Do thisActions
Action is the task that follows automatically within your seven integrations.
Lookup CNAM
You can use CNAM Lookup to query the caller ID name for any telephone number worldwide.
Lookup HLR
looks up information regarding home location register for a given number
Lookup MNP
looks up information regarding mobile number portability for a given number
Lookup Number Format
Query the national and international format of any mobile phone number. You will also receive information about the network operator associated with the number (without porting information).
Register Webhook
To Register the webhook
Send SMS
Send an SMS to one or more recipients.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About seven
Seven.io is a comprehensive platform designed to streamline and enhance your digital communication strategies. With a focus on delivering reliable and efficient messaging services, Seven.io offers a suite of tools for SMS, voice, and email communications, ensuring your messages reach the right audience at the right time.
Learn more
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your seven and Reckon One accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between seven and Reckon One as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Reckon One . No coding required.
Yes. You can set up a workflow where seven triggers actions in Reckon One , and a separate workflow where Reckon One triggers actions in seven. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between seven and Reckon One . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire seven and Reckon One integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
