Connect Survser and Reckon One to Build Intelligent Automations

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Survser

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Reckon One

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

new survey is created

new survey is created

runs when new survey is created

new survey response arrives

new survey response arrives

runs when new survey response arrives

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.

Do thisActions

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

Show surveys

Show surveys

Displays all surveys in your Survser account.

new survey response arrives

new survey response arrives

runs when new survey response arrives

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.

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Frequently Asked Questions

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

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

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

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

The data sync between Survser 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 Survser 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 Survser and Reckon One ?

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

Survser

About Survser

Survser is a user and product research tool that allows its users to create and deploy microsurveys within their digital products.

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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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