Connect Webinargeek and CCH Axcess to Build Intelligent Automations
Choose a Trigger
When this happens...
Unsubscribed From Webinar
New Registration
Assessment Passed
New Live Viewer
New Replay Viewer
Live Viewer Stop Watching
Viewer Stop Watching
New Viewer Started Watching
Replay Viewer Stop Watching
New Email Verified
Choose an Action
Automatically do this!
- Request a new Action for CCH Axcess
Enable Integrations or automations with these events of Webinargeek and CCH Axcess
Enable Integrations or automations with these events of Webinargeek and CCH Axcess
Triggers
Unsubscribed From Webinar
Triggers when someone unsubscribes from a webinar.
New Registration
Triggers when someone subscribes to a webinar.
Assessment Passed
Triggers when a viewer passes the assessment for a webinar.
New Live Viewer
Triggers after someone watches a live or automated webinar at the scheduled time (replays and on-demand webinars are excluded).
New Replay Viewer
Triggers when someone is watching a replay.
Live Viewer Stop Watching
Triggers when a live viewer stops watching a webinar.
Actions
Subscribe to a Series of Webinars
Register someone to all webinars in the webinar series. If one of the webinars in the series has multiple broadcasts, the contact will be subscribed to the first upcoming one.
Subscribe to a Single Webinar
Register someone for your webinar.
Unsubscribe From a Broadcast
Unsubscribe a specific subscriber from a broadcast.
List All Webinar
List all the Webinars.
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Frequently Asked Questions
To start, connect both your Webinargeek and CCH Axcess accounts to viaSocket. Once connected, you can set up a workflow where an event in Webinargeek triggers actions in CCH Axcess (or vice versa).
Absolutely. You can customize how Webinargeek 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 Webinargeek 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 Webinargeek 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 Webinargeek
Webinargeek is a comprehensive platform designed to facilitate the creation, management, and delivery of webinars. It offers a range of features to enhance audience engagement, track performance, and ensure seamless communication during live events. With tools for registration, interaction, and analytics, Webinargeek is ideal for businesses and educators looking to connect with their audience through webinars.
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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