Connect MyOperator and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Call Received
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of MyOperator and CCH Axcess
Enable Integrations or automations with these events of MyOperator and CCH Axcess
Triggers
New Call Received
Triggered when a new call is received in MyOperator.
Actions
Initiate user call
Initiate call by user id.
Initiate Anonymous Call
Initiates anonymous Call by Agent number and caller number.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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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 MyOperator and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in MyOperator triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how MyOperator 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 MyOperator 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 MyOperator 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 MyOperator
MyOperator is a cloud-based call management system designed to streamline and enhance business communication. It offers features such as call tracking, call recording, and virtual numbers to help businesses manage their customer interactions efficiently. With MyOperator, businesses can improve their customer support and ensure seamless communication with clients.
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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