Connect TallyPrime and OneHash CRM
Integrate TallyPrime with OneHash CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create new lead in OneHash CRM when New Sales event occurs in TallyPrime
Update lead details in OneHash CRM when New Sales event occurs in TallyPrime
Create a record in OneHash CRM when New Sales event occurs in TallyPrime
Find Or Create Lead in OneHash CRM when New Sales event occurs in TallyPrime
Create new lead in OneHash CRM when New Purchase event occurs in TallyPrime
Popular TallyPrime + OneHash CRM 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
OneHash CRM
Automatically do this!
Create new lead
Update lead details
Create a record
Find Or Create Lead
Create new lead in OneHash CRM when New Sales event occurs in TallyPrime
Use this flowUpdate lead details in OneHash CRM when New Sales event occurs in TallyPrime
Use this flowCreate a record in OneHash CRM when New Sales event occurs in TallyPrime
Use this flowFind Or Create Lead in OneHash CRM when New Sales event occurs in TallyPrime
Use this flowCreate new lead in OneHash CRM when New Purchase event occurs in TallyPrime
Use this flowUpdate lead details in OneHash CRM when New Purchase event occurs in TallyPrime
Use this flowCreate a record in OneHash CRM when New Purchase event occurs in TallyPrime
Use this flowFind Or Create Lead in OneHash CRM when New Purchase event occurs in TallyPrime
Use this flowCreate new lead in OneHash CRM when New Debit Note event occurs in TallyPrime
Use this flowUpdate lead details in OneHash CRM when New Debit Note event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and OneHash CRM.
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 new lead
Create a new lead in OneHash CRM
Update lead details
Update a lead's details in OneHash CRM.
Create a record
Create a record in OneHash CRM.
Find Or Create Lead
Finds a lead using the provided fields and creates a new lead if none is found.
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 OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and OneHash CRM 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 OneHash CRM 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 OneHash CRM. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in OneHash CRM, and a separate workflow where OneHash CRM 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 OneHash CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and OneHash CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
