Connect TallyPrime and Planable
Integrate TallyPrime with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when New Debit Note event occurs in TallyPrime
Add Comment to Post on Planable when New Debit Note event occurs in TallyPrime
List Campaigns from Planable when New Debit Note event occurs in TallyPrime
List Pages from Planable when New Debit Note event occurs in TallyPrime
List Labels from Planable when New Debit Note event occurs in TallyPrime
Popular TallyPrime + Planable 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
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when New Debit Note event occurs in TallyPrime
Use this flowAdd Comment to Post on Planable when New Debit Note event occurs in TallyPrime
Use this flowList Campaigns from Planable when New Debit Note event occurs in TallyPrime
Use this flowList Pages from Planable when New Debit Note event occurs in TallyPrime
Use this flowList Labels from Planable when New Debit Note event occurs in TallyPrime
Use this flowFind Media in Planable when New Debit Note event occurs in TallyPrime
Use this flowAdd Comment to Post on Planable when New Receipt event occurs in TallyPrime
Use this flowCreate Campaign in Planable when New Receipt event occurs in TallyPrime
Use this flowUpdate Campaign in Planable when New Receipt event occurs in TallyPrime
Use this flowList Campaigns from Planable when New Receipt event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and Planable.
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 Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to organize content, manage approvals, and schedule posts.
Update Campaign
Update a campaign's name, status, dates, color, icon, or links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
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 Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and Planable 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 Planable 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 Planable. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in Planable, and a separate workflow where Planable 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 Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
