Integrations Xperiencify CCH Axcess
Xperiencify + CCH Axcess

Connect Xperiencify and CCH Axcess to Build Intelligent Automations

Choose a Trigger

Xperiencify

When this happens...

Choose an Action

CCH Axcess

Automatically do this!

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

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

Actions

Add Student to a Course

Add Student to a Course

Add student to a existing course.

Search Student

Search Student

Retrieve the details of student by its email address.

Update Student Info

Update Student Info

Update a student’s details using their email address.

Remove Student From Course

Remove Student From Course

Remove the student from a specific course.

Remove Student From All Course

Remove Student From All Course

Remove a student from all courses.

Add Tag to Student

Add Tag to Student

Assign one or more tags to a student.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Xperiencify 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 Xperiencify and CCH Axcess?

The data sync between Xperiencify 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 Xperiencify 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 Xperiencify and CCH Axcess?

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

Xperiencify

About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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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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