Connect Respond.io and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Respond.io and H&R Block
Enable Integrations or automations with these events of Respond.io and H&R Block
Triggers
New Contact
Triggers when new contact created.
Actions
Assign/Unassign Conversation
Updates the assignee of a specific contact. You can unassign the contact by leaving the assignee value empty.
List All Users
Retrieves the list of all users
List All Contacts
List all available contacts. You can use filters in the request body to limit the results to only records with matching contact field values.
Add Comment
Adds a comment to a conversation
Add Space Tag
Adds a space tag
Add Tags
Add tags for a contact
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Frequently Asked Questions
To start, connect both your Respond.io and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Respond.io triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Respond.io 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 Respond.io 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 Respond.io 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 Respond.io
respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.
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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