Connect InvGate Service Management and TallyPrime
Integrate InvGate Service Management with TallyPrime to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Incident in InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Get Categories from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Get Users from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Get Incident Details from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Create User in InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Popular InvGate Service Management + TallyPrime flows
Start from a real workflow other teams are already running.
Choose a trigger
InvGate Service Management
When this happens...
- Request a new Trigger for InvGate Service Management
Choose an action
TallyPrime
Automatically do this!
- Request a new Action for TallyPrime
Create Incident in InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Use this flowGet Categories from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Use this flowGet Users from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Use this flowGet Incident Details from InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Use this flowCreate User in InvGate Service Management when New Sales Voucher Event Occurs in TallyPrime
Use this flowCreate Incident in InvGate Service Management when New Purchase Voucher Event occurs in TallyPrime
Use this flowGet Categories from InvGate Service Management when New Purchase Voucher Event occurs in TallyPrime
Use this flowGet Users from InvGate Service Management when New Purchase Voucher Event occurs in TallyPrime
Use this flowGet Incident Details from InvGate Service Management when New Purchase Voucher Event occurs in TallyPrime
Use this flowCreate User in InvGate Service Management when New Purchase Voucher Event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between InvGate Service Management and TallyPrime.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Voucher Event Occurs
Runs when a sales voucher is created, updated, deleted, or saved as PDF in TallyPrime.
New Purchase Voucher Event occurs
Runs when a purchase voucher is created, updated, deleted, or saved as PDF in a chosen company.
New Debit Note Event Occurs
Runs when a debit note is created, updated, deleted, or saved as PDF in a chosen company.
New CreditNote Event Occurs
Runs when a credit note is created, updated, or deleted in Tally Prime.
New Payment Event Occurs
Runs when a payment is created, updated, or deleted in Tally Prime.
New Receipt Event Occurs
Runs when a receipt is created, updated, or deleted in Tally Prime.
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
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About TallyPrime
TallyPrime is business management software for small and medium businesses that simplifies accounting, invoicing, inventory management, financial reporting, and GST compliance.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and TallyPrime accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between InvGate Service Management and TallyPrime as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TallyPrime. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in TallyPrime, and a separate workflow where TallyPrime triggers actions in InvGate Service Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between InvGate Service Management and TallyPrime. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and TallyPrime integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.