Connect Tally and Fatoora to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Fatoora

Automatically do this!

Ready to use Tally and Fatoora automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Triggers when a new form submission is received in Tally.so.

Request a new Trigger for Tally

Do thisActions

Action is the task that follows automatically within your Tally integrations.

Retrieve all forms

Retrieve all forms

Retrieve a list of forms

Retrieve a form blocks by ID

Retrieve a form blocks by ID

Retrieve a form by ID

Update dropdown or checkbox in exisiting form

Update dropdown or checkbox in exisiting form

Make your tally.so form dynamic by updating values in dropdown or checkbox

Create Client

Create Client

Creates a new client in Fatoora.

Delete Client

Delete Client

Permanently remove a client from Fatoora using their client ID.

Update Client

Update Client

Updates an existing client's details in Fatoora.

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Frequently Asked Questions

How do I start an integration between Tally and Fatoora?

To start, connect both your Tally and Fatoora accounts to viaSocket. Once connected, you can set up a workflow where an event in Tally triggers actions in Fatoora (or vice versa).

Can we customize how data from Tally is recorded in Fatoora?

Absolutely. You can customize how Tally data is recorded in Fatoora. This includes choosing which data fields go into which fields of Fatoora, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tally and Fatoora?

The data sync between Tally and Fatoora typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tally to Fatoora?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tally and Fatoora?

Yes, you can set conditional logic to control the flow of data between Tally and Fatoora. 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.

Tally

About Tally

Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.

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Fatoora

About Fatoora

Fatoora is a comprehensive invoicing and billing platform designed to simplify financial management for businesses. It offers features for creating, sending, and tracking invoices, ensuring efficient payment processing and financial reporting.

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