How To Integrate Tally To Zoho Books

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In this tutorial, you’ll learn how to integrate Tally with Zoho Books.

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1. Log in to Zapier, click “+ Create,” then select “Zaps.”
2. Click "Trigger."
3. Choose Tally as the trigger app.
4. Choose "New Submission" to trigger your Zap whenever someone completes your form.
5. Click "Sign In" to connect your Tally account.
6. Hit "Yes, Continue to Tally" to confirm the connection.
7. Click "Accept" to grant permission.
8. Click "Continue" to proceed.
9. Choose the form you want to connect.
10. Click "Continue with selected record."
11. Select Zoho Books as the action app.
12. Choose an action like "Create Item."
13. Connect your Zoho Books account and click "Continue."
14. Map the item name from your form data.
15. Click "Test step."
16.  Click "Publish" to activate the Zap.