Connect Slite and Reckon One to Build Intelligent Automations

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Slite

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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 Slite

Do thisActions

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

Search Docs

Search Docs

Performs a search using keywords in the docs you have access to.

Fetch Doc

Fetch Doc

Returns a readable Doc by ID.

Create Doc

Create Doc

Creates a doc inside a parent doc or private channel.

Fetch Sub Docs

Fetch Sub Docs

Returns a paginated list of sub docs.

Replace Doc

Replace Doc

Replaces the entire content and/or title of a doc.

Update Doc

Update Doc

Updates a specific part of a doc.

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Frequently Asked Questions

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

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

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

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

The data sync between Slite 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 Slite 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 Slite and Reckon One ?

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

Slite

About Slite

Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.

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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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