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Enable Integrations or automations with these events of Pipeliner Cloud and CCH Axcess
Triggers when a new Account is created.
Triggers when a new Appointment is created.
Triggers when a new Contact is created.
Triggers when a new Custom Entity is created.
Triggers when a new Lead is created.
Triggers when a new Opportunity is created.
Retrieves the list of all contacts
Create a new account.
Create a new Appointment.
Create a new Contact.
Create a new Lead.
Retrieves the list of all account.
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Learn MoreCCH 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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