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iDoklad
Tally

Connect iDoklad and Tally

Explore ready-made iDoklad and Tally templates and start automating in minutes.

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Create a custom workflow

Integrate iDoklad with Tally and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Tally
Trigger: Watch New Responses
iDoklad
Action: Select an action
1. Select a trigger

  • Triggers when a new form response is submitted.

2. Select an action

  • Accounts a paid proforma invoice and creates an issued invoice from it.

  • Creates a new contact.

  • Records a payment for an issued or received invoice.

  • Creates a new price list item.

  • Creates a new invoice (issued, received, or proforma).

  • Deletes a contact. This action cannot be undone.

  • Deletes a payment. This action cannot be undone.

  • Deletes a price list item. This action cannot be undone.

  • Deletes an invoice (issued, received, or proforma). This action cannot be undone.

  • Returns the details of a contact.

  • Returns the details of a payment.

  • Returns the details of a price list item.

  • Returns the details of an invoice (issued, received, or proforma).

  • Downloads an invoice (issued, received, or proforma) as a PDF file.

  • Sends a custom API call to iDoklad for unsupported endpoints.

  • Marks an issued, received, or proforma invoice as fully paid.

  • Cancels the payment of an issued, received, or proforma invoice (marks it as unpaid).

  • Sends an issued, received, or proforma invoice by email.

  • Updates a contact.

  • Updates a price list item.

  • Updates an issued, received, or proforma invoice.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between iDoklad and Tally.

Account a proforma invoice
Accounts a paid proforma invoice and creates an issued invoice from it.
Action
Create a contact
Creates a new contact.
Action
Create a payment
Records a payment for an issued or received invoice.
Action
Create a price list item
Creates a new price list item.
Action
Create an invoice
Creates a new invoice (issued, received, or proforma).
Action
Delete a contact
Deletes a contact. This action cannot be undone.
Action
Delete a payment
Deletes a payment. This action cannot be undone.
Action
Delete a price list item
Deletes a price list item. This action cannot be undone.
Action
Delete an invoice
Deletes an invoice (issued, received, or proforma). This action cannot be undone.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.