Connect TallyPrime and Sangam CRM
Integrate TallyPrime with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Or Update Linked Record in Sangam CRM when New Debit Note event occurs in TallyPrime
Create Or Update Linked Record in Sangam CRM when New Delivery Note event occurs in TallyPrime
Create Ticket in Sangam CRM when Account Statement Exported from TallyPrime
List Module Records from Sangam CRM when No Purchase Activity Detected in TallyPrime
Get Account related module data from Sangam CRM when New Sales event occurs in TallyPrime
Popular TallyPrime + Sangam 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
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create Checklist
Find Checklists
Update Checklist
Create WhatsApp Record
Find WhatsApp Records
Update WhatsApp Record
Update Opportunity
Search Opportunities
List Opportunities
Create Or Update Linked Record in Sangam CRM when New Debit Note event occurs in TallyPrime
Use this flowCreate Or Update Linked Record in Sangam CRM when New Delivery Note event occurs in TallyPrime
Use this flowCreate Ticket in Sangam CRM when Account Statement Exported from TallyPrime
Use this flowList Module Records from Sangam CRM when No Purchase Activity Detected in TallyPrime
Use this flowGet Account related module data from Sangam CRM when New Sales event occurs in TallyPrime
Use this flowFetch Module Fields from Sangam CRM when New Payment event occurs in TallyPrime
Use this flowUpdate Ticket in Sangam CRM when New Payment Due Reminder in TallyPrime
Use this flowSearch an User in Sangam-crm when New Credit Note event occurs in TallyPrime
Use this flowList Opportunities from Sangam CRM when New Purchase event occurs in TallyPrime
Use this flowFetch Module Fields from Sangam CRM when New Credit Note event occurs in TallyPrime
Use this flowSupported Triggers & Actions
Everything you can automate between TallyPrime and Sangam 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 a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity, set custom fields and next follow-up date.
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
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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Learn how to automate TallyPrime and Sangam CRM workflows.
Learn how to automate TallyPrime and Sangam CRM workflows.
Learn how to automate TallyPrime and Sangam CRM workflows.
Learn how to automate TallyPrime and Sangam CRM workflows.
Learn how to automate TallyPrime and Sangam CRM workflows.
Learn how to automate TallyPrime and Sangam CRM workflows.
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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 Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TallyPrime and Sangam 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 Sangam 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 Sangam CRM. No coding required.
Yes. You can set up a workflow where TallyPrime triggers actions in Sangam CRM, and a separate workflow where Sangam 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 Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TallyPrime and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
