Connect FuseDesk and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Updated
Contact Created
Case Created
Case Updated
Case Closed
Department Added
Rep Added
Rep Updated
Department Update
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of FuseDesk and CCH Axcess
Enable Integrations or automations with these events of FuseDesk and CCH Axcess
Triggers
Contact Updated
Triggers when a contact is updated in FuseDesk
Contact Created
Triggers when a contact is created in FuseDesk
Case Created
Triggers when a new FuseDesk case is created.
Case Updated
Triggers when a new FuseDesk case is updated.
Case Closed
Triggers when a FuseDesk case has been resolved and marked as Closed
Department Added
Triggers when a Department is Added.
Actions
Create Contact
Creates a Contact
Create FuseDesk Case
Create a new FuseDesk Case
Update Contact
Updates a Contact
Update FuseDesk Case
Updated an existing FuseDesk Case.
Find a Contact
Finds a Contact Optionally, create a contact if none are found.
List Case
Gets all case.
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Frequently Asked Questions
To start, connect both your FuseDesk and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in FuseDesk triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how FuseDesk 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 FuseDesk 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 FuseDesk 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 FuseDesk
FuseDesk is an integrated Help Desk and Messaging Platform for sales and customer support case management.
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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