INTRODUCTION

In the ever-evolving business landscape, it is really important for businesses to value time and automate tasks that can be optimised and streamlined. For users of Tally Accounting software using Tally Prime or Tally ERP 9, the feature of automating Communication delivery for various triggers is highly needed by businesses for building quick communication and actions. JALPI's Tally WhatsApp Plugin is one of the best plugins built by experts having Expertise in Tally as well as WhatsApp development. Being used by more than 5000 SME's the plugin has evolved with various use cases and business scenarios. Here we'll explore how businesses can leverage this plugin to send notifications directly from Tally to WhatsApp numbers, facilitating seamless and efficient communication with customers.

How to Configure Tally Whatsapp Plugin. Step by step Guide

1. Create an Account in jalpi.com

2. Login to your account and Download WhatsApp Plugin from the Integration Menu

3. Set up the Whatsapp Official Number. You can also take help from the Support team for configuration by creating a support ticket.

4. After WhatsApp number configuration, Follow the Plugin Setup Instruction with API key for configuration.

5. Setup the Webhooks and content for each Event like, Invoice Generation, Payment transaction, Receipts, etc.

Tally WhatsApp Plugin can trigger WhatsApp for the Following Events

• WhatsApp for Sales Invoice Creation

• WhatsApp for Purchase Order Generation

• WhatsApp for Payments done

• WhatsApp for Receipts from Customers

• WhatsApp to customers for their Outstanding Payments

• WhatsApp for Ledger Sharing to parties

• and More

Conclusion

The JALPI's Tally Whatsapp Plugin is helpful for businesses using Tally to communicate with their customers. From sending notifications for invoices and payments to managing account outstanding, this integration offers a seamless and direct line of communication via WhatsApp. Ready to take your business connectivity to the next level?

Revolutionize your business communication and financial workflows with the Tally WhatsApp plugin. This innovative integration empowers you to effortlessly connect Tally with WhatsApp, ensuring smooth collaboration and efficient financial management. Stay ahead in the competitive landscape with this powerful tool that enhances productivity and simplifies business operations.

Contact us to learn more about integrating JALPI Tally Plugin and discover how you can send notifications directly from Tally to the WhatsApp numbers of your customers.