Connect YCloud and Reckon One to Build Intelligent Automations

Choose a Trigger

YCloud

When this happens...

Choose an Action

Reckon One

Automatically do this!

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 YCloud

Do thisActions

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

Send an Email

Send an Email

Send an email to the customers

Retrieve balance

Retrieve balance

Get balance from ycloud.

List Unsubscribers

List Unsubscribers

Get all unsubscribers from ycloud.

List Voice Records

List Voice Records

Get all Voice Records from ycloud.

List WhatsApp Business Accounts

List WhatsApp Business Accounts

Get all WhatsApp business accounts from ycloud.

List WhatsApp Business Phone Numbers

List WhatsApp Business Phone Numbers

Get all WhatsApp business phone numbers from ycloud.

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Frequently Asked Questions

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

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

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

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

The data sync between YCloud 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 YCloud 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 YCloud and Reckon One ?

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

YCloud

About YCloud

YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.

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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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