Connect Aircall and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Delete Contact
Update Contact
New User
Delete User
Delete Number
New Number
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Aircall and CCH Axcess
Enable Integrations or automations with these events of Aircall and CCH Axcess
Triggers
New Contact
Triggers when a new contact is created
Delete Contact
Triggers when a new team is deleted
Update Contact
Triggers when an existing contact is updated
New User
Triggers when a new user is created
Delete User
Triggers when a new user is deleted
Delete Number
Triggers when a number is deleted
Actions
Create a User
Creates a new user
Update a User
Updates a user
Delete a User
Deletes a user
Create a Contact
Creates a new contact
Check availability of a User
Retrieve the detailed availability of a specific User
Retrieve a User
Retrieve details of a specific User.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Aircall and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Aircall triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Aircall data is recorded in CCH Axcess. This includes choosing which data fields go into which fields of CCH Axcess, setting up custom formats, and filtering out unwanted information.
The data sync between Aircall and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Aircall and CCH Axcess. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Aircall
Aircall is a cloud-based call center and phone system software designed to help businesses manage and streamline their communication processes. It offers features such as call routing, call recording, and integration with various CRM and helpdesk tools, making it ideal for sales and support teams.
Learn MoreAbout CCH Axcess
CCH Axcess is a cloud-based tax and accounting software solution designed to streamline and enhance the efficiency of accounting firms. It offers a comprehensive suite of tools for tax preparation, compliance, and workflow management, enabling professionals to manage their clients' financial data with ease and accuracy. With its integrated platform, CCH Axcess facilitates collaboration, improves productivity, and ensures compliance with the latest tax regulations.
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