Connect Cognito Forms and H&R Block to Build Intelligent Automations
Enable Integrations or automations with these events of Cognito Forms and H&R Block
Enable Integrations or automations with these events of Cognito Forms and H&R Block
Actions
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
Delete entry
Delete an entry from Cognito Forms.
Get Document
Retrieve the document created from a Cognito Forms entry so you can save or share it.
Get form entry
Retrieve a single entry from a Cognito form to view its submitted responses.
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Frequently Asked Questions
To start, connect both your Cognito Forms and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Cognito Forms triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Cognito Forms 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 Cognito Forms 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 Cognito Forms 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 Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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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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