
When this happens...
Contact Created
Contact Updated
New Inbound Message
New Outbound Message
Note Created
Message Sending Failed
Conversation Done
Conversation Opened
Conversation Snoozed

Automatically do this!
Enable Integrations or automations with these events of Superchat and H&R Block
Triggers when a new contact is created.
Triggers when a contact is modified.
Triggers when a new message is received.
Triggers when a new message is sent.
Triggers when a new note is created.
Triggers when sending an outbound message failed.
Creates a new contact.
Creates a note in a coversation.
Adds a contact to a contact list.
Updates an existing contact.
Updates an existing conversation.
Lists all channels in workspace.

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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 Superchat and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Superchat triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Superchat 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 Superchat 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 Superchat 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.
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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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