Connect Sensible and CCH Axcess to Build Intelligent Automations
Enable Integrations or automations with these events of Sensible and CCH Axcess
Enable Integrations or automations with these events of Sensible and CCH Axcess
Triggers
New Document Extraction
Triggers when a new document is successfully extracted
Actions
Extract Document
Extract data from a document
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Frequently Asked Questions
To start, connect both your Sensible and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Sensible triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Sensible 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 Sensible 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 Sensible 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 Sensible
Sensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.
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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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