Connect AlterEstate and H&R Block to Build Intelligent Automations

Choose a Trigger

AlterEstate

When this happens...

Choose an Action

H&R Block

Automatically do this!

Enable Integrations or automations with these events of AlterEstate and H&R Block

Enable Integrations or automations with these events of AlterEstate and H&R Block

Actions

List All Agents

List All Agents

Retrieves the list of all agents in the company

List Properties

List Properties

List All Properties

List Buildings

List Buildings

List all Buildings.

List Cities

List Cities

Retrieve a list of cities by country.

List Sectors

List Sectors

Retrieve a list of sectors

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Frequently Asked Questions

How do I start an integration between AlterEstate and H&R Block?

To start, connect both your AlterEstate and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in AlterEstate triggers actions in H&R Block (or vice versa).

Can we customize how data from AlterEstate is recorded in H&R Block?

Absolutely. You can customize how AlterEstate data is recorded in H&R Block. This includes choosing which data fields go into which fields of H&R Block, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AlterEstate and H&R Block?

The data sync between AlterEstate and H&R Block 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 AlterEstate to H&R Block?

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 AlterEstate and H&R Block?

Yes, you can set conditional logic to control the flow of data between AlterEstate and H&R Block. 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.

AlterEstate

About AlterEstate

AlterEstate is a software for Real Estate Agencies to help them connect and build strong relationships with their clients.

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H&R Block

About H&R Block

H&R Block is a leading provider of tax preparation services, offering a range of solutions to help individuals and businesses manage their tax needs efficiently. With a focus on accuracy and customer satisfaction, H&R Block provides both in-person and online tax filing options, ensuring that clients receive the maximum refund possible. The platform also offers tools for tax planning and financial advice, making it a comprehensive resource for all tax-related matters.

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