Sync customer records when new clients are onboarded

When a new client is added in ClockIt, automatically sync their customer record in Reckon One so finance is ready to bill them.

Try:

See all ClockIt + Reckon One integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ClockIt Explore ClockIt →

Triggers

New client added

Fires when a new client is added in ClockIt.

New project created

Fires when a new project is created in ClockIt.

New time entry logged

Fires when a new time entry is logged in ClockIt.

Timer started

Fires when a timer is started in ClockIt.

Actions

Create client

Creates a new client in ClockIt.

Create project

Creates a new project in ClockIt.

Create time entry

Logs a new time entry in ClockIt.

Start timer

Starts a timer in ClockIt.

Reckon One Explore Reckon One →

Triggers

New invoice created

Fires when a new invoice is created in Reckon One.

Payment received

Fires when a payment is recorded in Reckon One.

Invoice overdue

Fires when an invoice in Reckon One passes its due date unpaid.

Expense recorded

Fires when a new expense is recorded in Reckon One.

Actions

Create invoice

Creates a new invoice in Reckon One.

Record payment

Records a payment against an invoice in Reckon One.

Create expense

Creates a new expense entry in Reckon One.

Sync customer record

Syncs a customer's billing record in Reckon One.

Create client profiles in time tracking when invoices are generated When a new invoice is created in Reckon One, automatically create a matching client profile in ClockIt if one does not exist. See details

Generate billing invoices from logged time entries When new time entries are logged in ClockIt, automatically create a draft invoice in Reckon One reflecting the billable hours. See details

See all ClockIt + Reckon One integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Sync customer records when new clients are onboarded” between ClockIt and Reckon One?

Yes — describe it in the box above and Knit's Integrations Agent researches ClockIt and Reckon One's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why pair ClockIt with Reckon One?

Combining time tracking and accounting ensures that every billable hour recorded by your team flows directly into invoices without manual rekeying.

How are new client records kept in sync between tools?

When a new client or project is created in ClockIt, customer profiles and invoice details automatically sync in Reckon One.