Connect Tawk.to and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
Chat Started
Chat Ended
Chat Transcript Created
Chat Ticket Created
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Tawk.to and H&R Block
Enable Integrations or automations with these events of Tawk.to and H&R Block
Triggers
Chat Started
Triggers when a visitor starts a new chat on the selected Tawk.to property.
Chat Ended
Ends an active Tawk.to chat session for the selected property.
Chat Transcript Created
Triggered when a new chat transcript is created for the selected Tawk.to property.
Chat Ticket Created
Create a support ticket in tawk.to for a chat on the selected property.
Actions
Create New Site
Create a new Tawk.to site property and optionally send widget installation instructions to your email.
Retrieve Property Details
Fetch detailed information for a selected Tawk.to property, including settings, agents, widgets, assets, and creation date.
Add New Widget
Create a new Tawk.to chat widget for a selected property using the provided widget name, type, and language.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Tawk.to and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Tawk.to triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Tawk.to 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 Tawk.to 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 Tawk.to 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 Tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
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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