Enable Integrations or automations with these events of Extracta.ai and H&R Block
Create an extraction that captures specified fields from your documents.
Update an extraction's name, description, language, processing options, and fields.
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete an entire extraction, a specific batch, or a single file.
Upload one or more files to an extraction for processing, and optionally add them to an existing batch.
Get extraction results and file links for a batch or a specific file.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Extracta.ai and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Extracta.ai 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 Extracta.ai 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 Extracta.ai 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.
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn MoreH&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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