Integrate Reckon One with Retently

Trigger NPS/CSAT surveys after invoice payments or account updates, sync customer contact details and feedback scores to enhance customer service and financial decision-making.

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About Reckon One

Reckon One is an accounting software that allows users to manage invoicing, payments, contacts, and adjustments. It supports integration with various applications to streamline financial processes.

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Reckon One to Retently

1

New Customer Adjustment Note

Triggers when a new customer adjustment note is created.
2

New Invoice

Triggers when a new invoice is created.
3

New Receipt

Triggers when a new receipt is created.
4

Updated Item

Triggers when an existing item is updated.
5

New Contact

Triggers when a new contact is created.
6

New Item

Triggers when a new item is created.
7

New Payment

Triggers when a new payment is created.
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Retently to Reckon One

1

Create Customer Adjustment Note

Creates a new customer adjustment note.
2

Create Item

Creates a new item.
3

Create Receipt

Creates a new 'money in' receipt with optional ability to assign it to an existing invoice.
4

Create Contact

Creates a new contact.
5

Create Invoice

Creates a new invoice.
6

Create Payment

Creates a 'money out' payment with optional ability to assign it to an existing bill.
7

Update Item

Updates an existing item.

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