Connect Dropbox and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New File in Folder
New or Updated File
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Dropbox and CCH Axcess
Enable Integrations or automations with these events of Dropbox and CCH Axcess
Triggers
New File in Folder
Triggers when a new file is added to a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
New or Updated File
Triggers when a new file is added or updated in a folder. Make sure the number of files/folders in the watched folder does not exceed 6000.
Actions
Set or Remove Shared Link Password
Set or remove the expiration date/time for a Dropbox shared link. Optionally return the updated shared link metadata.
Delete File
Deletes the specified file.
Create Shared Link
Creates a shared link for a file.
Delete Folder
Deletes the specified folder.
Create Folder
Creates a new folder at the path you specify.
List Dropbox Folder Contents
Return the files and subfolders in a specified Dropbox folder. Options include recursive listing, including deleted entries, and returning media info.
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Step by step guides to integrate Dropbox and CCH Axcess
Frequently Asked Questions
To start, connect both your Dropbox and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Dropbox triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Dropbox 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 Dropbox 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 Dropbox 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 Dropbox
Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. It enables users to create a special folder on their computers, which Dropbox then synchronizes so that it appears to be the same folder regardless of the device used to view it. Files placed in this folder are also accessible through the Dropbox website and mobile apps.
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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