Connect Superchat and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
New Inbound Message
New Outbound Message
Note Created
Message Sending Failed
Conversation Done
Conversation Opened
Conversation Snoozed
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Superchat and CCH Axcess
Enable Integrations or automations with these events of Superchat and CCH Axcess
Triggers
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
New Outbound Message
Triggers when a new message is sent.
Note Created
Triggers when a new note is created.
Message Sending Failed
Triggers when sending an outbound message failed.
Actions
Create Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
Update Contact
Updates an existing contact.
Update Conversation
Updates an existing conversation.
List all channels
Lists all channels in workspace.
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Frequently Asked Questions
To start, connect both your Superchat and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Superchat triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Superchat 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 Superchat 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 Superchat 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 Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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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