Reckon One and Salesflare

Accounting reckonone.com ↗

How to connect Reckon One

Via Zapier — 14 operations available. Set it up ↗

What you can automate

When new Customer Adjustment Note in Reckon One, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Contact in Reckon One, find or create contact in Salesflare.
When new Invoice in Reckon One, create opportunity, then find or create contact in Salesflare.
When new Payment in Reckon One, create opportunity, then find or create contact in Salesflare.

About Reckon One

Reckon One is an easy to use cloud accounting system built for every day small business owners who want a no fuss, simple and inexpensive solution. Easily add and remove modules such as payroll as your business needs them.

Reckon One operations on Zapier

Triggers (7)

Start a workflow when this happens

New Contact — Triggers when a new contact is created.
New Customer Adjustment Note — Triggers when a new customer adjustment note is created.
New Invoice — Triggers when a new invoice is created.
New Item — Triggers when a new item is created.
New Payment — Triggers when a new payment is created.

Show 2 more triggers

New Receipt — Triggers when a new receipt is created.
Updated Item — Triggers when an existing item is updated.

Actions (7)

Things Salesflare can make it do

Create Contact — Creates a new contact.
Create Customer Adjustment Note — Creates a new customer adjustment note.
Create Invoice — Creates a new invoice.
Create Item — Creates a new item.
Create Payment — Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.

Show 2 more actions

Create Receipt — Creates a new 'money in' receipt, with optional ability to assign the receipt to an existing invoice.
Update Item — Updates an existing item.