Sync client records between systems
When contact details are updated in ServiceM8, automatically sync the customer record in Reckon One to maintain clean billing profiles.
See all Reckon One + ServiceM8 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.
Reckon One Explore Reckon One →
TriggersFires when a new invoice is created in Reckon One.
Fires when a payment is recorded in Reckon One.
Fires when an invoice in Reckon One passes its due date unpaid.
Fires when a new expense is recorded in Reckon One.
Creates a new invoice in Reckon One.
Records a payment against an invoice in Reckon One.
Creates a new expense entry in Reckon One.
Syncs a customer's billing record in Reckon One.
ServiceM8 Explore ServiceM8 →
TriggersFires when a new lead or contact is created in ServiceM8.
Fires when a deal moves to a new stage in ServiceM8.
Fires when a deal is marked won in ServiceM8.
Fires when a field on a contact changes in ServiceM8.
Creates or updates a contact in ServiceM8.
Creates a new deal in ServiceM8.
Moves a deal to a new stage in ServiceM8.
Logs a call, email, or note against a record in ServiceM8.
More Reckon One + ServiceM8 workflows
Turn closed deals into client invoices
When a deal is marked won in ServiceM8, automatically create an invoice in Reckon One so billing can start without delay.
See details
Update deal status when payments arrive
When a payment is received in Reckon One, automatically update the deal stage in ServiceM8 to keep sales reps informed of account standing.
See details
See all Reckon One + ServiceM8 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync client records between systems” between Reckon One and ServiceM8?
Yes — describe it in the box above and Knit's Integrations Agent researches Reckon One and ServiceM8'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.
How does linking Reckon One and ServiceM8 streamline the sales-to-finance handoff?
Closing a deal in ServiceM8 can instantly create an invoice in Reckon One, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Reckon One update deal stages in ServiceM8?
Yes, when a customer settles an invoice in Reckon One, the corresponding deal stage in ServiceM8 can automatically update to reflect a completed transaction.