Connect TallyPrime and Pipl.ai
Integrate TallyPrime with Pipl.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a new workspace in Piplai when New Sales event occurs in TallyPrime
Create a new campaign in Piplai when New Sales event occurs in TallyPrime
List all campaigns in Piplai when New Sales event occurs in TallyPrime
Get campaign status in Piplai when New Sales event occurs in TallyPrime
Get campaign email accounts in Piplai when New Sales event occurs in TallyPrime
Popular TallyPrime + Pipl.ai 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
Pipl.ai
Automatically do this!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Add a new workspace in Piplai when New Sales event occurs in TallyPrime
Use this flowCreate a new campaign in Piplai when New Sales event occurs in TallyPrime
Use this flowList all campaigns in Piplai when New Sales event occurs in TallyPrime
Use this flowGet campaign status in Piplai when New Sales event occurs in TallyPrime
Use this flowGet campaign email accounts in Piplai when New Sales event occurs in TallyPrime
Use this flowSet campaign name in Piplai when New Sales event occurs in TallyPrime
Use this flowPause campaign in Piplai when New Sales event occurs in TallyPrime
Use this flowAdd leads to a campaign in Piplai when New Sales event occurs in TallyPrime
Use this flowDelete leads from a campaign in Piplai when New Sales event occurs in TallyPrime
Use this flowLead Update in Pipl.ai when New Sales event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and Pipl.ai.
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.
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
Get campaign email accounts
Get a list of email accounts associated to the campaign
Set campaign name
This action allows users to set a new name for their campaign.
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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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 Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and Pipl.ai 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 Pipl.ai 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 Pipl.ai. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in Pipl.ai, and a separate workflow where Pipl.ai 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 Pipl.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and Pipl.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
