Connect Clappia and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Submission Created Or Updated
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Clappia and CCH Axcess
Enable Integrations or automations with these events of Clappia and CCH Axcess
Triggers
Submission Created Or Updated
Runs when submission is created or updated
Actions
Create Clappia submission
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update submission
Update an existing submission's form data.
Update submission status
Update a submission's status and optionally add comments.
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Frequently Asked Questions
To start, connect both your Clappia and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Clappia 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 Clappia 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 Clappia 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 Clappia
Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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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