Connect Microsoft OneNote and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note in Section
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Microsoft OneNote and CCH Axcess
Enable Integrations or automations with these events of Microsoft OneNote and CCH Axcess
Triggers
New Note in Section
Triggers when new note is created in a section
Actions
Get All Notebooks
Get the details of all existing notebooks.
Create Note
Creates a new note
Create Image Note
Creates a note with an embedded image(must have a public URL to that image)
Create Note in Section
Creates a new note in a specific Notebook/Section
Append Note
Appends a content to the end of a note.
Get User Details
Get an existing user details.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Microsoft OneNote and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft OneNote triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote 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 Microsoft OneNote
Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
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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