TallyPrime inside Zapier
Add a Balancely action to any Zap and it posts a proper voucher to your TallyPrime.
On its way to the Zapier marketplace. The same actions work today through the Direct API.
Included in every plan
Three steps to your first Zap
Once the connector is in place, every later automation is only the last two.
Connect your company
Install the free connector once, on the computer that runs TallyPrime.
Add a Balancely action
Search for Balancely, pick the event, sign in and choose the company.
Map the fields and publish
Customer, amount, items — pick them from the trigger data. Test the step, then turn the Zap on.
Three kinds of action, on every plan
Counted live from the product, and every one is included in every plan.
Post entries
Each one is a proper voucher, checked before it is sent.
Look things up
Live from your books. Nothing is changed.
Start a Zap
Something is entered in TallyPrime, or happens in Balancely.
Zapier’s quirks, absorbed
The differences between Zapier and TallyPrime are ours to deal with, not yours.
Line items, the Zapier way
Zapier sends line items as parallel arrays. They are rebuilt into rows, so mapping a line-item group just works.
Fields ready to map
Every answer arrives in snake_case with one number and ISO dates, so each field maps straight into the next step.
Replays are safe
Replay a failed Zap run as often as you like — the same request lands on the same record.
Things Zapier users ask first
How the Zapier app behaves, and what counts against which plan.
What happens if TallyPrime is closed when the Zap runs?
The action errors clearly with "TallyPrime is not running" and nothing is posted. Zapier keeps the run so you can replay it once TallyPrime is open.
Can I use it in a Zapier Path or Loop?
Yes. Balancely actions are ordinary actions, so they work inside Paths, Loops and multi-step Zaps.
Can a Zap start from TallyPrime?
Yes. Triggers such as New Sales Invoice, New Receipt and New Ledger start a Zap when the entry is made in TallyPrime itself. Zapier checks on its usual schedule, and nothing has to be set up in TallyPrime.
Does it count against my Zapier tasks?
Each Balancely action is one Zapier task, the same as any other app, and one operation on your Balancely plan.
Does my computer need to stay on?
Yes. TallyPrime is desktop software, so the computer running it has to be on with the connector running. The connector starts with Windows and sits in the system tray, so in practice it looks after itself.
Which versions of TallyPrime does it work with?
TallyPrime 7.x, with connectivity switched on (F1 → Connectivity → act as Both). That setting is what lets any program on that computer talk to Tally.
Can I automate more than one company?
Yes. Each connection is bound to one company, and you can add several — from one computer or from several. Every step points at the connection you choose.
Zapier support is coming soon
The API works today if you cannot wait. Or leave your email and we will tell you the day the app goes live in Zapier.
A confirmation now, one email at launch
Nothing else sent to you