Connect Tally and Just Invoice to Build Intelligent Automations

Choose a Trigger

Tally

When this happens...

Choose an Action

Just Invoice

Automatically do this!

Ready to use Tally and Just Invoice automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Submission

New Form Submission

Runs when new form submission

Request a new Trigger for Tally

Do thisActions

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

Get Form By ID

Get Form By ID

Retrieve a form and its sections using the form ID.

Update Form Options

Update Form Options

Update dropdown and checkbox choices in an existing Tally form.

Create Invoice

Create Invoice

Create a new invoice with customer details, line items, date, currency, and a customer note.

Get invoice details

Get invoice details

Show details for a selected invoice

Finalize invoice

Finalize invoice

Finalize an invoice to lock its details and mark it as complete.

Mark Invoice Paid

Mark Invoice Paid

Mask an existing final invoice as paid.

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Frequently Asked Questions

How do I start an integration between Tally and Just Invoice?

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

Can we customize how data from Tally is recorded in Just Invoice?

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

How often does the data sync between Tally and Just Invoice?

The data sync between Tally and Just Invoice 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 Just Invoice?

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 Just Invoice?

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

About Just Invoice

Just Invoice is a comprehensive invoicing solution designed to streamline billing processes for businesses of all sizes. With features like customizable templates, automated reminders, and detailed reporting, it simplifies financial management and enhances cash flow efficiency.

Learn More