Connect JustCall and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Updated
Incoming Call
Call Ended
New Text Sent/Received
Call Completed
Call Answered
SMS Sent
Missed Call
Call Initiated
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of JustCall and H&R Block
Enable Integrations or automations with these events of JustCall and H&R Block
Triggers
Call Updated
Triggers when you add/update notes for a particular call.
Incoming Call
Triggers for a new incoming call.
Call Ended
Triggers when a call is ended.
New Text Sent/Received
Triggers when a new text is sent or received.
Call Completed
Triggers when a call
Call Answered
Triggers when a call answered
Actions
Create a Contact
Create a new Contact.
Find a Contact
Find a Contact by contact id, phone or email
Check for Text Replies
Check weather you have received a reply from a number.
Update a Contact
Update a contact in JustCall.
Add a Contact to Sales Dialer Campaign
Add a contact to an existing Sales Dialer Campaign.
Delete a Contact From Sales Dialer Campaign
Delete a contact from an existing Sales Dailer Campaign.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your JustCall and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in JustCall triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how JustCall 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 JustCall 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 JustCall 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 JustCall
JustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
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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