Connect Slack and CCH Axcess to Build Intelligent Automations
Enable Integrations or automations with these events of Slack and CCH Axcess
Enable Integrations or automations with these events of Slack and CCH Axcess
Triggers
New Message in Channel
Triggers when a new message posted on a specific channel.
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New Message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when new reaction is added to a message.
Recent Thread Messages
Triggers when a new message recieved in a thread.
New member join/leave or updated in channel
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
Actions
Send message
Send a message to channels or people. Optionally add buttons, post in a thread, set a bot name/icon, control link previews, or schedule delivery.
Set Slack Status
Set your Slack profile status text and emoji and optionally specify how long it should remain active.
Send Interactive messages
This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
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Step by step guides to integrate Slack and CCH Axcess
Frequently Asked Questions
To start, connect both your Slack and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Slack 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 Slack 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 Slack 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 Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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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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