Enable Integrations or automations with these events of HeySummit and H&R Block
Triggers when a new attendee registers for your HeySummit event.
Triggers when a new attendee registers for a Talk within your HeySummit Event.
runs when new attendee registers
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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 HeySummit and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in HeySummit triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how HeySummit 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 HeySummit 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 HeySummit 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.
HeySummit is a platform to help you increase engagement, conversions and revenue for your online summits.
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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