Connect SmartSurvey and CCH Axcess to Build Intelligent Automations
Enable Integrations or automations with these events of SmartSurvey and CCH Axcess
Enable Integrations or automations with these events of SmartSurvey and CCH Axcess
Triggers
New Response
Triggers when a survey has a new response.
Actions
Create Contact
Creates a contact within a contact list.
Create Contact List
Create a new contact list.
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Frequently Asked Questions
To start, connect both your SmartSurvey and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartSurvey triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how SmartSurvey 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 SmartSurvey 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 SmartSurvey 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 SmartSurvey
SmartSurvey is an online survey tool that allows users to create, distribute, and analyze surveys easily. It provides a range of templates and customization options to gather valuable insights and feedback from respondents.
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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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