Connect Asana and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Story
Completed Task
New Tag Created
New Comment
New Project
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Asana and CCH Axcess
Enable Integrations or automations with these events of Asana and CCH Axcess
Triggers
New Task
Triggered when a New Task is created in a Project.
New Story
Triggeres when a new story is added to a task.
Completed Task
Triggered when a task within a project is marked as completed. Does not trigger on completed subtasks.
New Tag Created
Triggeres when you create a new tag
New Comment
Triggers when a new comment is added on a task.
New Project
Triggers when a new Project is created.
Actions
Create a Project
Add a new project.
Delete a project
Deleting a project using project gid.
Create a Task
Creats a new task.
Update a Task
Update an existing task.
Create Section
Create a new section in the selected Asana project; optionally insert it before or after an existing section.
Create Subtask
Create a subtask under a specified parent task in Asana.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- 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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Frequently Asked Questions
To start, connect both your Asana and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Asana triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Asana 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 Asana 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 Asana 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 Asana
Organize your work and boost your team's productivity with Asana. This easy-to-use app helps you manage tasks, projects, and deadlines all in one place.
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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