Connect Xodo Sign and H&R Block to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Sent
Document Completed
Choose an Action
Automatically do this!
- Request a new Action for H&R Block
Enable Integrations or automations with these events of Xodo Sign and H&R Block
Enable Integrations or automations with these events of Xodo Sign and H&R Block
Triggers
Document Sent
Triggers when a document is sent.
Document Completed
Runs when a document is completed in Xodo Sign.
Actions
Create Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
Get Final Signed Document
Gets the final signed document and provides a download link.
Send Reminder
Sends a reminder to a signer to prompt them to sign a document.
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Frequently Asked Questions
To start, connect both your Xodo Sign and H&R Block accounts to viaSocket. Once connected, you can set up a workflow where an event in Xodo Sign triggers actions in H&R Block (or vice versa).
Absolutely. You can customize how Xodo Sign 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 Xodo Sign 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 Xodo Sign 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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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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