Connect Formbricks and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Formbricks
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Formbricks and H&R Block
Enable Integrations or automations with these events of Formbricks and H&R Block
Actions
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
List Contact Attributes
Get a list of all contact attributes in the current environment.
List Contacts
Get a list of all contacts for the current environment.
List Persons
Get all the identified people from Formbricks.
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Frequently Asked Questions
To start, connect both your Formbricks and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Formbricks triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Formbricks 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 Formbricks 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 Formbricks 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
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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