Hi @sarah1,
Based on the information provided, it seems you are looking to integrate with multiple financial services and accounting software to fetch various types of financial data. While I can provide guidance on how to use Tally with Pipedream, for the other services you mentioned (MCA, ITR, Zoho Books, Account Aggregator Flow, GST, etc.), I would need to know if Pipedream supports integrations with those specific services or APIs.
For Tally, Pipedream offers pre-built actions that you can use to fetch data without writing code. Here’s how you can use the Tally integration to get data:
Fetching Data from Tally
To fetch data from Tally, such as invoices, ledgers, balance sheets, P&L statements, and cash flow statements, you can use the pre-built actions provided by Pipedream. Here’s a step-by-step guide:
- Search for the Tally app from the Pipedream step menu.
- Select the action you need, such as “Get Forms” or “Get Form Fields”.
- Connect your Tally account by authorizing Pipedream to access your Tally data.
- Configure the action by selecting the specific form or fields you want to retrieve.
- Test the action to ensure it’s working correctly and returning the expected data.
For example, to get forms from Tally, you can use the “Get Forms” action:
1. Search for the Tally app from the step menu.
2. Select the Get Forms action.
3. Connect your Tally account.
4. At the bottom of the step, click Test to run the action and test the configuration.
For other services like MCA, ITR, Zoho Books, Account Aggregator Flow, GST, and Cross Statement Analyzer, you would typically need to use their respective APIs to fetch the data. If Pipedream supports these services, you would find them under the Pipedream Apps directory. If you don’t find a pre-built integration for a service, you can make HTTP requests to the service’s API using Pipedream’s built-in axios
module.
For OTP and username/password flows, you would need to implement the authentication flow as required by the respective service’s API. This often involves handling OAuth tokens or session cookies.
For Account Aggregator Flow and GST data, if these are available through an API and
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