Connect ProjectManager and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
New User
New Project
New Task
New Timesheet Entry
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of ProjectManager and CCH Axcess
Enable Integrations or automations with these events of ProjectManager and CCH Axcess
Triggers
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
New Timesheet Entry
Triggered when a new timesheet entry is created
Actions
Create Project
Creates a new project
Create Task
Create a new Task within a specific project.
Create Timesheet Entry
Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.
Update Project
Update an existing project, empty fields will remain unchanged
Update Task
Update an existing task, empty fields will remain unchanged
Update Timesheet Entry ID
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your ProjectManager and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how ProjectManager 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 ProjectManager 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 ProjectManager 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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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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