Zapier Connection & implementation

  • 2
  • Question
  • Updated 2 years ago
  • (Edited)
Given the new Hosted API, I think connecting with the Zapier network would add a diverse (& extensive) new set of capabililities.

Being able to connect to scheduling, CRM, voice & invoicing systems, this would be a huge achievement for the Reckon dev team, and give the customers a whole new way of working within the platform.

The Zapier network is robust and its diversity means that Reckon's platform would join it and strengthen the API capabililities without having to create new connections for each new 'add on' platform.

Ideally I'd love to connect (at a minimum) to platforms such as Zoho, SugarCRM, Capsule and Acuity, Mailchimp & customer support platforms, and with Zapier it can be done.

In an ideal world I'd love to see Reckon produce their own CRM & appointment platforms or API connections to these existing apps, however, until such time an ideal world comes to pass, a Zap would be a happy compromise.

Thanks for reading.

More on Zapier:
https://zapier.com/developer/
https://zapier.com/developer/document...
Photo of mrsKLB

mrsKLB

  • 288 Points 250 badge 2x thumb
  • hopeful

Posted 4 years ago

  • 2
Photo of mrsKLB

mrsKLB

  • 288 Points 250 badge 2x thumb
Bump.
I am hoping there is some interest by other users :)
Just to let you know, if this is any interest to you,we are about to release Mobile Invoice app Add on for Reckon Hosted by early January. Ability to do all invoicing using any mobile device, we are testing it right now, and also Mobile Time sheet for Reckon should be released same time.
for further info check : http://cosmicinnovations.com/mobiletsheet
Photo of Andrew Coates

Andrew Coates

  • 154 Points 100 badge 2x thumb
Very interested in the above. Especially for creating zaps for integrating things like payroll & superannuation with reckon hosted to remove the manual input. Setting ifttt style triggers for things like notifying accountant to pay BAS or submit forms to fair trading, track hours each user is logged in (on a Drive spreadsheet)...
Photo of R L Smith

R L Smith

  • 114 Points 100 badge 2x thumb
Is there any progress on linking Reckon One and Hosted using Zapier?
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
We should be able to comment on this further next month RL.
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
Hi RL,

Another forum user has suggested this requires clarification....

Your question was "Is there any progress". 

So to clarify, we know of Zapier and what the eco-system offers and think that @mrsKLBs idea is a great one.

Has there been any suggestion that Reckon One will join the eco-system? No there has not.

Have we taken the idea and suggestions onboard from users. Yes.

Is there anything further to add at this time? No.

Can I come back to you next month (or hopefully earlier) with an update as to our intentions? Yes, most definitely.


Kind regards,
Jason
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
Re: review of www.zapier.com for Reckon One integration.

We are currently reviewing the zapier integration channel as requested.

With this in mind, what would be the 3 most important / useful apps you'd like to see integrating with an accounting application, and what functions (triggers / actions) would you like them to do?
(Edited)
Photo of Andrew

Andrew

  • 22,222 Points 20k badge 2x thumb
Is there any status update for the Zapier connection integration?
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
See yesterdays post Andrew.
Photo of Andrew

Andrew

  • 22,222 Points 20k badge 2x thumb
Ok... it's under review still then? No decision has been made yet?

As per the post above, I was expecting a update to Reckons intentions as you advised, but one hasn't been given. Until then......
(Edited)
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
Past reviewing the idea and on to reviewing the tech. Looking for feedback on most useful connections.

There is more to zapier than simply "connecting" and joining the eco-system. More info can be found at https://zapier.com/developer/ on the complete process we would need to adhere to.

Jason
Photo of Andrew

Andrew

  • 22,222 Points 20k badge 2x thumb
Yeah won't disagree, its not a simple thing to enable. That's for sure!
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
Update:

We are about to launch Reckon One into the Zapier beta program. The beta functionality is limited as per Zapier's specs, however if you would like to become a beta tester (as a Reckon One user) please email reckonapi@reckon.com - subject line: Zapier Beta for Reckon One


Regards,
Jason
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
UPDATE:

We decided to add more functionality into the beta phase to give more meaningful connection options. Should be ready to go with those who applied for the beta very soon.


Kind regards,
Jason
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,268 Points 10k badge 2x thumb
Hi Everyone,

Well this took a lot longer than we hoped - to be listed as a beta app on the Zapier eco-system. 



but.... we made it.

We have quite a few users who have been on the pre-beta journey with us for some time now, so thank you to all who participated and helped us get this far.

Now the real fun begins as we will soon be given access to build out the triggers, actions and searches to make the Zapier experience more meaningful for end users.

Once out of beta we can begin that journey. 

You can now join the beta directly via the zapier site: https://zapier.com/app/explore and type Reckon. Check it out. Even if you set up a simple zap it will help us get out of beta and onto more exciting use cases. 


Regards,
Jason