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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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Reckon One logo

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.

Reckon One logo

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.
Reckon One logo

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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