Connect Easybroker and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Contact Request
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Easybroker and CCH Axcess
Enable Integrations or automations with these events of Easybroker and CCH Axcess
Triggers
New Contact
Triggers when a new contact is created.
New Contact Request
Triggers when a new contact request is created.
Actions
List All Contacts
Get all the contacts from Easybroker.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Retrieves a specific contact and it's details by it's contact ID
Get Property
Retrieves a specific property and it's details by it's property ID
List All Collaborations
Get all the collaborations from Easybroker.
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Frequently Asked Questions
To start, connect both your Easybroker and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
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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