Connect ConvertKit or Kit and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
New Unsubscribe
Tag Removed From Subscriber
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of ConvertKit or Kit and CCH Axcess
Enable Integrations or automations with these events of ConvertKit or Kit and CCH Axcess
Triggers
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
Actions
Find a Subscriber
Find a existing Subscriber via email.
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add a subscriber to a specific sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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 ConvertKit or Kit and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in ConvertKit or Kit triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit 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 ConvertKit or Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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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