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Connect TallyPrime and Brex

Integrate TallyPrime with Brex to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular TallyPrime + Brex flows

Start from a real workflow other teams are already running.

Choose a trigger

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TallyPrime

When this happens...

Choose an action

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Brex

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between TallyPrime and Brex.

When this happensTriggers

A trigger is an event that starts a workflow.

New Sales event occurs

New Sales event occurs

Runs when a sales voucher is created, updated, deleted, or saved as PDF in TallyPrime.

New Purchase event occurs

New Purchase event occurs

Runs when a new purchase voucher is created in a chosen company.

New Debit Note event occurs

New Debit Note event occurs

Runs when a debit note is created, updated, deleted, or saved as PDF in a chosen company.

New Credit Note event occurs

New Credit Note event occurs

Runs when a credit note is created, updated, or deleted in Tally Prime. Choose voucher types to filter.

New Payment event occurs

New Payment event occurs

Runs when a payment is created, updated, or deleted in Tally Prime.

New Receipt event occurs

New Receipt event occurs

Runs when a receipt is created, updated, or deleted in Tally Prime. Choose voucher types to filter.

Do thisActions

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

Find Users

Find Users

Find users by email, name, or HR ID. Filter by status, manager, department, location, title, or custom fields.

Invite User

Invite User

Invite a new employee to Brex with name, email and optional team details.

Update User

Update User

Update a Brex user's status, manager, department, location, title or other details.

Create Card

Create Card

Issue a new virtual or physical Brex card for a user, with optional spend limits.

Unlock Card

Unlock Card

Unlock a locked Brex card so it can be used again.

Lock Card

Lock Card

Lock a Brex card to prevent use until unlocked. Requires card ID and reason; optional description.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Brex
Brex + TallyPrime
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About Brex

Handle your company’s deposits, payments, credit cards, spend management, and accounting in one place. Brex makes it refreshingly easy to see how your money’s being used and control how it’s spent.

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Frequently Asked Questions

How do I connect TallyPrime and Brex?

Sign up for a free viaSocket account, then authorize both your TallyPrime and Brex 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between TallyPrime and Brex as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from TallyPrime to Brex?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Brex. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where TallyPrime triggers actions in Brex, and a separate workflow where Brex triggers actions in TallyPrime. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between TallyPrime and Brex. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire TallyPrime and Brex integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.