Connect Segmetrics and TallyPrime
Integrate Segmetrics with TallyPrime to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Contact by Email in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Add or Update Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Add Tag to Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Add Purchase to Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Adds subscription in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Popular Segmetrics + TallyPrime flows
Start from a real workflow other teams are already running.
Choose a trigger
Segmetrics
When this happens...
- Request a new Trigger for Segmetrics
Choose an action
TallyPrime
Automatically do this!
- Request a new Action for TallyPrime
Get Contact by Email in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowAdd or Update Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowAdd Tag to Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowAdd Purchase to Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowAdds subscription in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowRemove Tags to Contact in Segmetrics when New Sales Voucher Event Occurs in TallyPrime
Use this flowGet Contact by Email in Segmetrics when New Purchase Voucher Event occurs in TallyPrime
Use this flowAdd or Update Contact in Segmetrics when New Purchase Voucher Event occurs in TallyPrime
Use this flowAdd Tag to Contact in Segmetrics when New Purchase Voucher Event occurs in TallyPrime
Use this flowAdd Purchase to Contact in Segmetrics when New Purchase Voucher Event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between Segmetrics 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 Segmetrics integrations.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact
Remove Tags to Contact
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn moreSimilar apps
About TallyPrime
TallyPrime is business management software for small and medium businesses that simplifies accounting, invoicing, inventory management, financial reporting, and GST compliance.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Segmetrics 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 Segmetrics 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 Segmetrics triggers actions in TallyPrime, and a separate workflow where TallyPrime triggers actions in Segmetrics. 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 Segmetrics and TallyPrime. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Segmetrics 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.
