Zapier Connection & implementation

mrsKLB
mrsKLB Member Posts: 15
edited September 2020 in Reckon API
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...

Comments

  • mrsKLB
    mrsKLB Member Posts: 15
    edited August 2016
    Bump. I am hoping there is some interest by other users :)
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,073 ✭✭✭
    edited September 2018
    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



    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • arcoates
    arcoates Member Posts: 5
    edited June 2016
    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)...
  • R L Smith
    R L Smith Member Posts: 3
    edited September 2020
    Is there any progress on linking Reckon One and Hosted using Zapier?
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
    We should be able to comment on this further next month RL.
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
    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

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
    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?
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
    See yesterdays post Andrew.
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
    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
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
    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
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
    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
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
    Hi Everyone,

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

    image

    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