How to connect OffAlerts + Reckon One
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- New Monitor EventTriggers when a new monitor event triggers.Trigger
- New Customer Adjustment NoteTriggers when a new customer adjustment note is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- New ItemTriggers when a new item is created.Trigger
- New ReceiptTriggers when a new receipt is created.Trigger
- New PaymentTriggers when a new payment is created.Trigger
- Updated ItemTriggers when an existing item is updated.Trigger
- Reckon One
Creates a new contact.
Scheduled
Action
- Reckon One
Creates a new customer adjustment note.
Scheduled
Action
- Reckon One
Creates a new invoice.
Scheduled
Action
- Reckon One
Creates a new item.
Scheduled
Action
- Reckon One
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Scheduled
Action
- Reckon One
Creates a new 'money in' receipt, with optional ability to assign the receipt to an existing invoice.
Scheduled
Action
- Reckon One
Updates an existing item.
Scheduled
Action
How OffAlerts + Reckon One Integrations Work
- Step 1: Authenticate OffAlerts and Reckon One.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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