Connect Drip and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Subscriber
New Subscriber Tag
Remove Subscriber Tag
New Custom Event
Update Custom Field
Complete Campaign
New Campaign Subscription
New Campaign Unsubscribe
New Email Bounced
New Email Click
New Email Complained
New Email Open
New Global Unsubscribe
New Page Visit
New Trigger Link Click
Remove Campaign Subscription
Subscriber Deleted
Undeliverable Subscriber
Deliverable Subscriber
New Email Marketing Subscriber
Subscriber Reactivated
Subscriber Completed Campaign
Updated Subscriber Email
Updated Subscriber's Lifetime Value
Updated Subscriber's Time Zone
Subscriber Receives Email
New Lead
Updated Lead Score
Updated Subscriber's Aliases
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Drip and CCH Axcess
Enable Integrations or automations with these events of Drip and CCH Axcess
Triggers
New Subscriber
Triggers when a new subscriber is added to Drip.
New Subscriber Tag
Triggers when a new tag is applied to a subscriber.
Remove Subscriber Tag
Triggers when a tag is removed from a subscriber.
New Custom Event
Triggers when a subscriber performs a custom event.
Update Custom Field
Triggers when a subscriber custom field is updated.
Complete Campaign
Triggers when a subscriber completes a campaign.
Actions
Add Tag to Subscriber
Adds a tag to a subscriber.
Remove Tag From Subscriber
Removes a tag from a subscriber.
Subscribe to Campaign
Subscribes someone to a campaign.
Trigger Event
Creates an event for a subscriber (e.g. "Signed up for a trial").
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- 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 Drip and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Drip triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Drip 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 Drip 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 Drip 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 Drip
Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.
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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