Connect tawk.to and Reckon One to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Visitor starts chat
Start a workflow when a visitor begins a chat on the selected Tawk.to property.
End Tawk.to chat
Ends an active Tawk.to chat for the selected property.
New chat transcript arrives
Notifies your workflow whenever a new chat transcript is saved for the selected Tawk.to property.
Create Chat Ticket
Create a support ticket in Tawk.to for a chat on the selected property.
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 tawk.to integrations.
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Get Property Details
Retrieve detailed information for the selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Create Widget
Create a new Tawk.to chat widget for a selected property using the chosen name, type, and language.
Update Item
Updates an existing item.
Create Payment
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Create Item
Creates a new item.
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Frequently Asked Questions
To start, connect both your tawk.to and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in tawk.to triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how tawk.to 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 tawk.to 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 tawk.to 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn MoreAbout 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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