Connect TallyPrime and Daftra
Integrate TallyPrime with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Invoice in Daftra when New Sales event occurs in TallyPrime
Delete Supplier in Daftra when New Sales event occurs in TallyPrime
Record Invoice Payment in Daftra when New Sales event occurs in TallyPrime
Delete Estimate in Daftra when New Sales event occurs in TallyPrime
Add Expense to Daftra when New Sales event occurs in TallyPrime
Popular TallyPrime + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
TallyPrime
When this happens...
New Sales event occurs
New Purchase event occurs
New Debit Note event occurs
New Credit Note event occurs
New Payment event occurs
New Receipt event occurs
New Sales Order event occurs
New Purchase Order event occurs
New Delivery Note event occurs
New Account Statement event occur
New Payment Due Reminder
No Purchase Activity Detected
Account Statement Exported
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Update Invoice in Daftra when New Sales event occurs in TallyPrime
Use this flowDelete Supplier in Daftra when New Sales event occurs in TallyPrime
Use this flowRecord Invoice Payment in Daftra when New Sales event occurs in TallyPrime
Use this flowDelete Estimate in Daftra when New Sales event occurs in TallyPrime
Use this flowAdd Expense to Daftra when New Sales event occurs in TallyPrime
Use this flowDelete Invoice in Daftra when New Sales event occurs in TallyPrime
Use this flowDelete Invoice Payment in Daftra when New Sales event occurs in TallyPrime
Use this flowUpdate Product in Daftra when New Sales event occurs in TallyPrime
Use this flowAdd Supplier to Daftra when New Sales event occurs in TallyPrime
Use this flowDelete Client from Daftra when New Sales event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales event occurs
Runs when a sales voucher is created, updated, deleted, or saved as PDF in TallyPrime.
New Purchase event occurs
Runs when a new purchase voucher is created 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 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
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. Choose voucher types to filter.
Do thisActions
Action is the task that follows automatically within your TallyPrime integrations.
Update Invoice
Updates an existing invoice with new details.
Delete Supplier
Deletes a supplier.
Record Invoice Payment
Record a payment for an invoice.
Delete Estimate
Deletes an estimate.
Add Expense
Record a new expense with amount, date, payment method and optional details (client, vendor, taxes, attachments).
Delete Invoice
Deletes an invoice by ID.
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 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
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and Daftra 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 TallyPrime and Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in Daftra, and a separate workflow where Daftra triggers actions in TallyPrime. 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 TallyPrime and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
