Connect Wildapricot and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New Membership
New Invoice
New Payment
New Event
New Refund
Refund Deleted
Refund Updated
New Event Registration
Event Registration Updated
Event Registration Deleted
Contact Deleted
Contact Updated
Invoice Updated
Event Updated
Membership Suspended
Membership Enabled
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Wildapricot and H&R Block
Enable Integrations or automations with these events of Wildapricot and H&R Block
Triggers
New Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
New Invoice
Triggers when a new invoice is created in your Wild Apricot account.
New Payment
Triggers when a new payment is created in your Wild Apricot account.
New Event
Triggers when a new event is created in your Wild Apricot account.
New Refund
Triggers when a new refund is created in your Wild Apricot account.
Actions
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
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Frequently Asked Questions
To start, connect both your Wildapricot and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Wildapricot triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Wildapricot 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 Wildapricot 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 Wildapricot 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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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