Connect Folderit and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Folderit
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Folderit and H&R Block
Enable Integrations or automations with these events of Folderit and H&R Block
Actions
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
Delete a Group
Delete a group from the account.
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Frequently Asked Questions
To start, connect both your Folderit and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Folderit 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 Folderit 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 Folderit 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 Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
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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