Connect skool and Reckon One to Build Intelligent Automations

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skool

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Reckon One

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Ready to use skool and Reckon One automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Item

New Item

Triggers when new item is created in Reckon One.

Request a new Trigger for skool

Do thisActions

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

Invite New Member

Invite New Member

Invites a new member.

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.

Create Contact

Create Contact

Creates a new contact.

Create Receipt

Create Receipt

Creates a new 'money in' receipt.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how skool 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 skool and Reckon One ?

The data sync between skool 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 skool 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 skool and Reckon One ?

Yes, you can set conditional logic to control the flow of data between skool 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.

skool

About skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

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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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