Connect Google Drive and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated File in specific folder
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Google Drive and CCH Axcess
Enable Integrations or automations with these events of Google Drive and CCH Axcess
Triggers
New or Updated File in specific folder
Return files that were created or modified in a specified Google Drive folder within the configured time window.
Actions
Create a new sheet or doc or slide
Create a new Google Docs document, Sheet, or Slide in Google Drive and optionally save it to a chosen folder.
Create a Folder
Create a new folder in Google Drive. Optionally specify a parent folder to place it inside.
Share a File
Grant a specific user or anyone access to a Google Drive file as Viewer, Commenter, or Editor.
Copy a File
Make a copy of a Google Drive file into a selected folder, optionally giving it a new name.
Get all Files
Retrieve a list of Google Drive files, optionally limiting the number returned and filtering by file type (MIME).
Share a file with Anyone
Make a Google Drive file accessible to anyone via a shareable link. Choose access level (viewer/commenter/editor) and get the file's view and download/export links.
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Frequently Asked Questions
To start, connect both your Google Drive and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Drive triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Google Drive 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 Google Drive 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 Google Drive 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 Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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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