Connect TallyPrime and NextLead
Integrate TallyPrime with NextLead to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in NextLead when New Sales event occurs in TallyPrime
Create a sale in NextLead when New Sales event occurs in TallyPrime
Create lead structure in NextLead when New Sales event occurs in TallyPrime
Delete Contact in Nextlead when New Sales event occurs in TallyPrime
Delete a sales deal in NextLead when New Sales event occurs in TallyPrime
Popular TallyPrime + NextLead 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
NextLead
Automatically do this!
Create Contact
Create a sale
Create lead structure
Delete Contact
Delete a sales deal
Delete Structure
Update Lead
Update contact
Update sale
Find Contact
Create Contact in NextLead when New Sales event occurs in TallyPrime
Use this flowCreate a sale in NextLead when New Sales event occurs in TallyPrime
Use this flowCreate lead structure in NextLead when New Sales event occurs in TallyPrime
Use this flowDelete Contact in Nextlead when New Sales event occurs in TallyPrime
Use this flowDelete a sales deal in NextLead when New Sales event occurs in TallyPrime
Use this flowDelete Structure in Nextlead when New Sales event occurs in TallyPrime
Use this flowUpdate Lead in NextLead when New Sales event occurs in TallyPrime
Use this flowUpdate contact in NextLead when New Sales event occurs in TallyPrime
Use this flowUpdate sale in NextLead when New Sales event occurs in TallyPrime
Use this flowFind Contact in Nextlead when New Sales event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and NextLead.
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.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET 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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AI will build it for you
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 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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and NextLead 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 NextLead 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 NextLead. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in NextLead, and a separate workflow where NextLead 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 NextLead. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and NextLead integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
