Connect Teable and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
Record Is Added Or Updated
New Record Is Created
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use Teable and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Record Is Added Or Updated
Runs when record is added or updated in a table.
New Record Is Created
Runs when new record is created
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 Teable integrations.
Delete Records
Delete one or more records from a table and return the deleted items with clear field names.
Create Record
Creates a new entry in the selected table.
Update Record
Updates a record in Teable with the provided field values.
Get Record
Gets a single record from a table by its record ID.
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.
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Frequently Asked Questions
To start, connect both your Teable and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Teable triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Teable 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 Teable 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 Teable 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 Teable
Teable is an AI-powered platform designed to enhance productivity and collaboration through intelligent task management and automation solutions.
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.
Learn More
