Integrate Tallyfy with Zoho Invoice

Send information between Tallyfy and Zoho Invoice automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Tallyfy and Zoho Invoice using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment received

Triggers when a new payment is received

Invoice updated

Triggers when any detail of an existing invoice is updated

Estimate updated

Triggers when any detail of an existing estimate is updated

Contact updated

Triggers when any detail of an existing contact is updated

Contact created

Triggers when a new contact is created

Payment updated

Triggers when any detail of an existing payment is updated

Estimate created

Triggers when a new estimate is created in the selected organization

Recurring expense updated

Triggers when the details of an existing recurring expense are updated

Timesheet created

Triggers when a new timesheet is created

Item updated

Triggers when any detail of an existing item is updated

Project updated

Triggers when any detail of an existing project is updated

Item created

Triggers when a new item is created in the selected organization

Contact person created

Triggers when a new contact person is created for an existing contact

Credit note updated

Triggers when the details of an existing credit note are updated

Project created

Triggers when a new project is created

Invoice created

Triggers when a new invoice is created

Timesheet updated

Triggers when the details of an existing timesheet are updated

Credit note created

Triggers when a new credit note is created

Recurring expense created

Triggers when a new recurring expense is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Start process

Starts a new process using a template

Create invoice

Creates a new invoice

Send estimate

Sends an existing estimate to the specified recipients

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Create item

Creates a new item

Record payment

Records a payment for an existing invoice

Create contact person

Creates a new contact person for the selected contact

Create recurring expense

Creates a new recurring expense

Send retainer invoice

Sends a retainer invoice to the specified email address

Create contact

Creates a new contact

Send invoice

Sends an existing invoice to the specified recipients

Add address for customer

Adds address details for an existing customer

Create estimate

Creates a new estimate

Update invoice

Updates the details of an existing invoice

Update invoice status

Updates the status of an existing invoice

Update payment link

Updates the details of an existing payment link

Create payment link

Creates a payment link

Update contact person

Updates the details of an existing contact person

Update contact

Updates the details of an existing contact

Update item

Updates the details of an existing item

Update estimate

Updates the details of an existing estimate

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch item by name

Fetches the details of an existing item by name

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch contact by email

Fetches the details of an existing contact by email

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch payment

Fetches the details of an existing payment

Fetch item by ID

Fetches the details of an existing item by ID

Fetch estimate

Fetches the details of an existing invoice

Fetch contact by display name

Fetches the details of an existing contact by display name

What is Tallyfy?

Tallyfy is business process management software. You can define process blueprints, track processes in real-time, and handle process variation without complex flowcharts.

What is Zoho Invoice?

Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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