IntegrationswaiverfileCCH Axcess
waiverfile + CCH Axcess

Connect waiverfile and CCH Axcess to Build Intelligent Automations

Choose a Trigger

waiverfile

When this happens...

Choose an Action

CCH Axcess

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Enable Integrations or automations with these events of waiverfile and CCH Axcess

Enable Integrations or automations with these events of waiverfile and CCH Axcess

Triggers

New Event

New Event

Triggers when a new event is created.

Update Event

Update Event

Triggers when changes to an event are saved.

Request a new Trigger for waiverfile

Actions

Subscribe New Event

Subscribe New Event

Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.

Subscribe New Waiver

Subscribe New Waiver

Input field for the targetUrl query parameter (string URL).

Insert Event Category

Insert Event Category

Creates a new insert event category in WaiverFile.

Subscribe Edit Waiver

Subscribe Edit Waiver

Subscribe to receive notifications whenever a waiver is edited.

Subscribe Edit Event

Subscribe Edit Event

Subscribe to receive notifications whenever an event is edited.

Subscribe Edit Checkin

Subscribe Edit Checkin

Subscribe to receive notifications whenever a check-in is edited.

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Frequently Asked Questions

How do I start an integration between waiverfile and CCH Axcess?

To start, connect both your waiverfile and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in waiverfile triggers actions in CCH Axcess (or vice versa).

Can we customize how data from waiverfile is recorded in CCH Axcess?

Absolutely. You can customize how waiverfile 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.

How often does the data sync between waiverfile and CCH Axcess?

The data sync between waiverfile and CCH Axcess typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from waiverfile to CCH Axcess?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between waiverfile and CCH Axcess?

Yes, you can set conditional logic to control the flow of data between waiverfile 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.

waiverfile

About waiverfile

WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.

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CCH Axcess

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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