Integrations
OnGravy meets your business where it already runs: your inbox, WhatsApp, Slack, your calendar, Tally, your e-commerce channels and your courier. Every integration below is live in the product today — where one needs credentials or a partner registration, the section says so plainly. Most are managed from Settings → Integrations; a few have dedicated dashboard pages, noted per section.
Gmail
Connect Gmail and OnGravy reads incoming mail for you — pulling supplier bills into the OCR inbox and routing government notices to the tax-notice agent. Access is read-only: OnGravy never sends, deletes, or modifies your mail. OAuth tokens are encrypted at rest.
- Go to
Settings → Integrationsand click Connect Gmail. - Approve the read-only OAuth consent screen with the Google account that receives your business mail.
- Choose a scan mode (you can change it later):
| Mode | What it does |
|---|---|
| Invoices | Supplier bills and invoices found in mail become pending drafts in your OCR inbox — nothing posts without your review. |
| Notices | GST, Income Tax, MCA and TDS notices are routed to the tax-notice agent. It recognises common formats such as DRC-01, ASMT-10, 143(1) and 148. |
| Both | Every matched mail is auto-classified as a bill or a notice and routed accordingly. |
Once connected, OnGravy scans automatically every 15 minutes — there is nothing to trigger manually.
Email-in OCR (no connection needed)
Every business gets its own inbound mailboxes — no OAuth, no setup. Forward (or ask suppliers to send) documents straight to them and they land as drafts in the OCR inbox for review. Nothing auto-posts; a human always confirms the draft.
| Mailbox | Use for |
|---|---|
bills@<your-business-slug>.ongravy.in | Supplier bills and purchase invoices |
expenses@<your-business-slug>.ongravy.in | Expense claims and petty spends |
receipts@<your-business-slug>.ongravy.in | Payment receipts and slips |
.ongravy.comworks as an alias for all mailboxes if your mail server prefers it.- Plus-tags tag the resulting draft: mail sent to
bills+PROJECT-X@…arrives taggedPROJECT-X, so project- or site-wise filing costs you nothing.
WhatsApp assistant
The WhatsApp assistant is the most-used integration in OnGravy — a full front door to your books from the app your team already lives in. Message it in the language you prefer (it is multi-language) and it can:
- Record transactions — sales, purchases and payments, by text or a voice note.
- Read invoice photos — snap a bill and OCR turns it into a draft.
- Answer with reports — ask for outstanding, sales this month, cash position and more.
- Switch businesses — if you run more than one, tell it which books to work in.
- Onboard staff — it hands out staff join codes (see Teams & permissions).
- Answer credit inquiries — how much a party owes, and since when.
Outbound messages (payment reminders, filing confirmations and the like) use approved message templates. Manage them at Settings → WhatsApp templates, and control what OnGravy is allowed to send at Settings → WhatsApp policy.
Slack & Microsoft Teams
OnGravy pushes business events into Slack and Teams via incoming webhooks — no bot install, no workspace-level app approval. Slack messages arrive as rich blocks; Teams messages arrive as adaptive cards.
- In Slack or Teams, create an incoming-webhook URL for the channel you want notified.
- In OnGravy, go to
Settings → Notificationsand add the webhook URL as a notification channel. - Pick which events that channel should receive — each channel gets its own event selection, so
#financeand#salescan hear about different things.
| Event | Fires when |
|---|---|
gst_filed | A GST return is filed |
tds_filed | A TDS return is filed |
payment_received | A customer payment is recorded |
invoice_paid | An invoice is fully settled |
compliance_due | A compliance deadline is approaching |
compliance_overdue | A compliance deadline has passed unactioned |
bank_reconciled | A bank reconciliation completes |
new_client | A new client is added (CA practices) |
These are notification pushes into chat. For programmatic, signed event delivery to your own systems, use API & webhooks instead.
Calendar
Compliance deadlines belong in the calendar you actually look at. OnGravy offers two ways to get them there:
1. Subscribe by URL (works with every calendar app)
- In OnGravy, generate your private iCal feed URL.
- In Google Calendar, Outlook or Apple Calendar, choose Add calendar from URL and paste it.
- All your compliance deadlines appear and stay updated automatically as due dates shift or get done.
The URL is a private token — anyone holding it can read your deadline calendar. If it leaks, regenerate it: the old URL is revoked immediately.
2. Google Calendar two-way sync (OAuth)
- Go to
Settings → Calendar syncand connect your Google account. - OnGravy auto-pushes deadlines as events into your calendar — no feed refresh lag, and changes flow both ways.
Outlook auto-sync is coming soon; until then the subscribe-by-URL feed covers Outlook fully.
Tally (two-way)
Moving from Tally — or running both side by side — is a first-class path, not an afterthought. Three pieces work together:
- Migration —
/dashboard/migrateimports your Tally exports (masters and vouchers) into OnGravy. - Ongoing sync —
/dashboard/integrations/tallykeeps both systems in step using the ODBC connector protocol, with a conflict resolver for entries edited on both sides. - The Tally guide —
/dashboard/tally-guidemaps every Tally menu and F-key to its OnGravy screen, so muscle memory transfers instead of fighting you.
DigiLocker (credential-gated)
At /dashboard/digilocker, OnGravy can pull your PAN, GSTIN and incorporation documents via DigiLocker OAuth — typically during onboarding, so registration details are verified from source rather than typed in.
Credential-gated: DigiLocker requires a partner registration before the OAuth flow works for your organisation. Add your partner credentials at Settings → Partner credentials; without them the page explains what is needed rather than failing silently.
E-commerce channels
Shopify, Amazon and Flipkart are the live adapters. Once connected, OnGravy auto-syncs hourly: orders flow into your books, and marketplace settlements are reconciled against them — fees, commissions and TCS broken out instead of lumped. You can also upload settlement files manually for any period. The /dashboard/d2c-recon dashboard shows channel-wise order-to-settlement reconciliation in one place.
- Go to
Settings → Integrationsand connect your channel (Shopify store, Amazon seller account, or Flipkart seller account). - Orders and settlements start syncing hourly — no manual pulls.
- Review the reconciliation at
/dashboard/d2c-recon; upload settlement files there if you prefer file-based recon.
Roadmap: WooCommerce and Meesho adapters are planned but not yet available. ONDC support today is manual order tracking only — automatic order ingestion arrives once our network-participant registration completes.
Logistics — Delhivery & Shiprocket
Book shipments without leaving your books, from /dashboard/logistics:
- Book from the invoice — create a Delhivery or Shiprocket shipment against a sale.
- E-way bill auto-fires — when the consignment crosses the e-way bill threshold, OnGravy generates it automatically (see GST & compliance).
- Status webhooks — the courier’s tracking events update delivery state in OnGravy, so “delivered” in your books means delivered.
India rails
A set of India-specific connections, credential-gated where noted:
| Rail | What it does | Where |
|---|---|---|
| UPI Autopay | Set up recurring-collection mandates so retainers and subscriptions collect themselves. | /dashboard/integrations/upi-autopay |
| TRACES / 26AS | TDS credit data pulled against your books for matching. | TDS workspace (credential-gated) |
| MCA21 | Company-master and filing data for ROC work. | Compliance workspace (credential-gated) |
| RBI-FEMA validation | Validates foreign-exchange transactions against FEMA rules. | Runs inside relevant flows |
Gotchas & good to know
- Drafts, never auto-posts. Gmail scan, email-in, and WhatsApp photo OCR all land as pending drafts in the OCR inbox. Review is the design, not a limitation — see Automation for what can be safely automated beyond drafts.
- Gmail is read-only. If your security review asks: the OAuth scope cannot send or modify mail, and tokens are encrypted at rest.
- The iCal URL is a secret. Treat it like a password; regenerate it to revoke access instantly.
- Slack/Teams webhooks are one-way. They push notifications out; they do not let chat users act on your books. The WhatsApp assistant is the conversational surface.
- Per-channel event selection. Each Slack/Teams channel has its own event list — a noisy channel usually just means every event is ticked on one URL.
- E-commerce sync is hourly. An order placed a moment ago may take up to an hour to appear; settlement recon depends on the marketplace publishing the settlement.
- DigiLocker needs partner credentials first (
Settings → Partner credentials) — the connect button is not broken, it is gated. - Google Drive sync is on the roadmap and not yet connectable from settings.
- Building your own integration instead? Start with API & webhooks.