Connect SMSFactor and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SMSFactor
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of SMSFactor and H&R Block
Enable Integrations or automations with these events of SMSFactor and H&R Block
Actions
Send SMS
Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.
Retrieve Message History
Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.
Create SMS List
Create a new SMS contact list and add one contact using the recipient's phone number.
Create SMS Template
Create a new reusable SMS template.
Create Account
Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.
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Frequently Asked Questions
To start, connect both your SMSFactor and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in SMSFactor triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how SMSFactor 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 SMSFactor 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 SMSFactor 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 SMSFactor
SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.
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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