TallyPip and Salesflare

How to connect TallyPip

When invoice Paid in TallyPip, create opportunity, then find or create contact in Salesflare.
When new Customer in TallyPip, find or create account, then find or create contact, then add contact to account in Salesflare.
When new Invoice in TallyPip, create opportunity, then find or create contact in Salesflare.
When new Payment in TallyPip, create opportunity, then find or create contact in Salesflare.
When new Vendor in TallyPip, find or create account in Salesflare.
When new Account in Salesflare, create Vendor in TallyPip.

TallyPip is a simple bookkeeping app for small businesses: invoices, payments, bills, expenses and bank feeds, all in balanced books.

Start a workflow when this happens

Invoice Paid — Triggers when an invoice is paid in full.
Invoice Sent — Triggers when an invoice is sent (it's in the books and owing).
New Bill — Triggers when a bill is entered in TallyPip.
New Customer — Triggers when a customer is added in TallyPip.
New Expense — Triggers when an expense is recorded in TallyPip.

Show 4 more triggers

New Invoice — Triggers when an invoice is made in TallyPip (a draft, or sent).
New Payment — Triggers when a payment is recorded on an invoice (by hand, online or through an app).
New Product or Service — Triggers when a product or service is added in TallyPip.
New Vendor — Triggers when a vendor is added in TallyPip.

Things Salesflare can make it do

Create Bill — Enters a bill to pay later in TallyPip.
Create Customer — Adds a customer to TallyPip.
Create Expense — Records an expense paid from a bank, card or cash account in TallyPip.
Create Invoice — Makes an invoice in TallyPip, as a draft or sent (in the books and owing). It isn't emailed.
Create Product or Service — Adds a product or service you sell to TallyPip.

Show 4 more actions

Create Vendor — Adds a vendor to TallyPip.
Find or Create Customer — Finds a customer by email or name, or adds one if there isn't one.
Find or Create Vendor — Finds a vendor by email or name, or adds one if there isn't one.
Record Payment — Records a payment on a sent invoice in TallyPip.