zapier guide
Connecting TallyPrime to this platform.
Before you start
An application, with its Client ID and Secret. See Applications & credentials.
A connected TallyPrime company, so the platform has a company to use.
The URLs to use
http://localhost:4173/api/v1/oauth/authorize
http://localhost:4173/api/v1/oauth/token
http://localhost:4173/api/v1/oauth/token
tally.read tally.write connection.read
https://zapier.com/dashboard/auth/oauth/return/AppIDAPI/
Setting it up
- 1
Create an application in your dashboard and choose zapier as the platform.
- 2
Register the redirect URL above on that application.
- 3
In zapier, create a new connection with the Client ID, Secret and the three URLs.
- 4
Start the connection. You will be sent to our approval screen.
- 5
Choose which TallyPrime connection it may use, and approve.
- 6
The TallyPrime actions now show in that platform's list of steps.
What is handled for you
| Behaviour | Detail |
|---|---|
| Authentication type | OAuth v2 in the Zapier Platform, with the Authorization URL, Access Token URL and Refresh Token URL below. |
| Line items | Zapier sends line items as parallel arrays keyed by field name. We turn them back into rows, so mapping a line-item group works. |
| One response shape | Zapier gets the same data and meta as every other caller, in snake_case. Its step preview shows nested fields itself, so nothing is flattened. |
Testing the connection
GET /api/v1/oauth/userinfo confirms the token and returns the connection and company names. Use them to label the connection in the platform.
Which operations to expose
Build the step list from GET /api/v1/tally/operations: label, description, required fields and whether it writes. It stays up to date without a connector release.
This guide opens when zapier goes live
The official Balancely app for zapier is on its way. Until then, any tool that can make a web request can use the REST API.
Read the API overviewSomething missing on this page? Tell us and we will fix it.