Reckon One + SharpSpring

Add new Reckon One contacts from new SharpSpring accounts

When that opportunity becomes a reality it's time to start invoicing or creating that quote. To do that you'll need the lead's details in your accounting software. That's no longer a tedious task with the help of Zapier. When the lead is converted to an account in SharpSpring the contacts details are sent to your Reckon One book automatically. No double-entry. No typos. No worries.

When this happens...
New Account
A new Account is created in SharpSpring.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It
New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Select Book
Trigger
Instant
Try It
- Select BookRequired
Trigger
Instant
Try It

- Select BookRequired
Trigger
Instant
Try It
- Select BookRequired
Trigger
Instant
Try It
- BookRequired
- CustomerRequired
- Transaction DateRequired
- Amount Tax StatusRequired
- Total AmountRequired
- Printing TemplateRequired
- Total Tax
- Classification
- Notes
- Reference
- Item
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to PostRequired
- Automatically Calculate Tax
Action
Write
- BookRequired
- NameRequired
- Is ActiveRequired
- Is PurchasedRequired
- Is SoldRequired
- Type of ItemRequired
- Show Prices as Tax InclusiveRequired
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write
- BookRequired
- Transaction DateRequired
- CustomerRequired
- Bank AccountRequired
- Transaction AmountRequired
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write

New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write
- Select BookRequired
Trigger
Instant
Try It
- Select BookRequired
Trigger
Instant
Try It
- Select BookRequired
Trigger
Instant
Try It
- Select BookRequired
- Contact TypeRequired
- Display NameRequired
- Is ActiveRequired
- Is This a Customer
- Is This a Supplier
- Is This a Superfund
- Is This an Employee
- Surname or Business NameRequired
- First Name or Branch Name
- Area Code of Phone Number
- Phone Number (Landline)
- Mobile Prefix
- Mobile Number
- Tax Number
- Fax Area Code
- Fax Number
- Email
- Website
- Is Subject to TPAR
- Notes
- Customer Credit Limit
- Is Business Address Different
- Location
- Address Type
- Address Line 1
- Address Line 2
- Address Line 3
- Suburb
- Postcode
- Town
- State
- Country
Action
Write
- BookRequired
- CustomerRequired
- Transaction DateRequired
- Amount Tax StatusRequired
- Total AmountRequired
- Printing TemplateRequired
- Total Tax
- Payment Terms
- Classification
- Notes
- Due Date
- Reference
- Service Date
- Item
- Line Identifier
- Item Price (Net)
- Item Price Precision
- Item Tax
- Project
- Account
- Description
- Quantity
- Discount Amount
- Discount Tax
- Discount Amount Precision
- Discount Percentage
- Tax Code
- Tax
- Tax Modified
- Exclusive Amount
- Discounted Amount
- Discounted Tax
- Has Data to PostRequired
- Parent Line Identifier
- Is Subtotal
- Print Group as Single Line
- Is Hidden
- Billable
- Automatically Calculate Tax
Action
Write
- BookRequired
- Transaction DateRequired
- SupplierRequired
- Bank AccountRequired
- Transaction AmountRequired
- Amount Fully Allocated
- Details
- Reference
- Allocation Notes
- Payment Method
- Accounts Payable
- Accounts Receivable
- Type
- Amount
- Transaction
- Project
- Item
- Account
- Description
- Quantity
- Item Price
- Item Tax
- Item Price Precision
- Discount Amount
- Discount Tax
- Discount Percentage
- Tax Code
- Tax
- Net Amount
Action
Write
- BookRequired
- Item Identifier
- NameRequired
- Is ActiveRequired
- Is PurchasedRequired
- Is SoldRequired
- Type of ItemRequired
- Show Prices as Tax InclusiveRequired
- Sale Price
- Sale Price Decimal Places
- Sale Price Is Tax Inclusive
- Sale Account
- Sale Tax Code
- Sale Description
- Purchase Price
- Purchase Price Decimal Places
- Purchase Price Is Tax Inclusive
- Purchase Account
- Purchase Tax Code
- Purchase Description
- Parent Item
Action
Write

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.