Connect Billsby and H&R Block to Build Intelligent Automations

Choose a Trigger

Billsby

When this happens...

Choose an Action

H&R Block

Automatically do this!

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

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

Actions

Update Customer

Update Customer

Update a customer's contact and billing details.

Create One-Time Charge

Create One-Time Charge

Charge a customer a one-time adjustable amount and create an invoice.

Find Customer

Find Customer

Find customer's details using their name.

Delete a Customer

Delete a Customer

Delete a customer.

Add Feature Tags

Add Feature Tags

Adds feature tags to the provided subscriptionIds

Update Counter

Update Counter

Updates a counter

Request a new Action for Billsby

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Billsby 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 Billsby and H&R Block?

The data sync between Billsby 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 Billsby 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 Billsby and H&R Block?

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

Billsby

About Billsby

Billsby is a comprehensive subscription billing platform designed to simplify and automate the billing process for businesses. It offers features such as customizable billing cycles, detailed analytics, and seamless integration with various payment gateways.

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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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