Connect Airtable and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Records Created or Updated
New Records Created
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Airtable and CCH Axcess
Enable Integrations or automations with these events of Airtable and CCH Axcess
Triggers
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Trigger when new record is created in your table.
Actions
List All records
list all records
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Update fields of a specific record in a chosen Airtable base and table.
List a record by Record ID
list a record by Record ID
Find or Create Record
Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.
Create Record
Add a new record to the selected Airtable base and table using the provided field values.
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- 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
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Step by step guides to integrate Airtable and CCH Axcess
Frequently Asked Questions
To start, connect both your Airtable and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Airtable 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 Airtable 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 Airtable 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 Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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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