Connect ClickUp and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Folder
New List
New Task
Task Updated
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of ClickUp and H&R Block
Enable Integrations or automations with these events of ClickUp and H&R Block
Triggers
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Actions
Get all Lists
Get all lists in a folder
Get all Teams
Get a list of all teams
Get all Spaces
Get a list of all spaces
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
Create Task
Create a new task in a specified ClickUp list and set details such as title, description, assignees, tags, status, priority, start/due dates, and watchers.
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Frequently Asked Questions
To start, connect both your ClickUp and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in ClickUp triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how ClickUp 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.
The data sync between ClickUp and H&R Block 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 ClickUp 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.
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Learn MoreAbout 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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