Connect Ziflow and Reckon One to Build Intelligent Automations

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Ziflow

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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.

Proof Created

Proof Created

Triggers when a proof is created.

Reviewer Comment

Reviewer Comment

Triggers when a reviewer makes a comment on a proof.

Reviewer Decision

Reviewer Decision

Triggers when a reviewer makes a decision on a proof.

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.

Do thisActions

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

Create  a Folder

Create a Folder

Creates a new folder in Ziflow to organize proofs and files.

List Root Folders

List Root Folders

Get a list of top level folders the user can access.

List Users

List Users

Get a list of users registered in your account.

List Contacts

List Contacts

Get a list of all contacts.

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.

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Frequently Asked Questions

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

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

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

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

The data sync between Ziflow 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 Ziflow 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 Ziflow and Reckon One ?

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

Ziflow

About Ziflow

Ziflow is an online proofing tool designed for marketing teams and agencies to review and approve creative content. It supports various file types and provides features for collaboration and feedback.

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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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