Connect Docstar and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Pages/Documents
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Docstar and H&R Block
Enable Integrations or automations with these events of Docstar and H&R Block
Triggers
New Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Actions
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
List Pages/Documents
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Get Page/Document Content
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
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Frequently Asked Questions
To start, connect both your Docstar and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Docstar triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Docstar 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 Docstar 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 Docstar 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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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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