Connect Narrato and CCH Axcess to Build Intelligent Automations

Choose a Trigger

Narrato

When this happens...

Choose an Action

CCH Axcess

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Enable Integrations or automations with these events of Narrato and CCH Axcess

Enable Integrations or automations with these events of Narrato and CCH Axcess

Triggers

New Task

New Task

Triggers when a new task is created inside a project.

Update Task

Update Task

Triggers when task is updated.

Request a new Trigger for Narrato

Actions

Get all Project

Get all Project

Get details of all Projects in a Workspace

Get all Workspaces

Get all Workspaces

Get details all workspaces associated with a user.

Find Task

Find Task

Find a task inside the workspace and/or project to update the details optionally , create a task if not found.

Request a new Action for Narrato

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Frequently Asked Questions

How do I start an integration between Narrato and CCH Axcess?

To start, connect both your Narrato and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Narrato triggers actions in CCH Axcess (or vice versa).

Can we customize how data from Narrato is recorded in CCH Axcess?

Absolutely. You can customize how Narrato 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.

How often does the data sync between Narrato and CCH Axcess?

The data sync between Narrato and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Narrato to CCH Axcess?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Narrato and CCH Axcess?

Yes, you can set conditional logic to control the flow of data between Narrato 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.

Narrato

About Narrato

Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.

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CCH Axcess

About 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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