Connect InvGate Service Management and Flattrade
Integrate InvGate Service Management with Flattrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Supported Triggers & Actions
Everything you can automate between InvGate Service Management and Flattrade.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your InvGate Service Management integrations.
Create Incident
Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.
Get Categories
Retrieve service categories used to classify incidents and service requests.
Get Users
Action to list users
Get Incident Details
Retrieve details for a specific incident by ID, with options to include comments and format dates.
Create User
Create a new user with profile, contact, manager, and address details.
Get Quotes
Retrieve live quote for a selected instrument and exchange.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About InvGate Service Management
InvGate Service Management is an IT service management (ITSM) platform that helps teams manage incidents, service requests, problems, changes, and assets from a single workspace. Automate workflows, track SLAs, streamline ticket resolution, and improve service delivery with powerful reporting and integrations.
Learn moreSimilar apps
About Flattrade
Flattrade is an Indian discount stockbroker that offers a free API (Pi) for trading on NSE, BSE, NFO and MCX. With this integration you can search instruments, fetch live quotes and historical candle data, place and cancel orders, and check your order book and positions. The MA Crossover Signal trigger watches an instrument's moving averages and fires a BUY when the fast average (default 7) crosses above the slow one (default 18) and a SELL when it crosses back, so you can automate indicator-based trades.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your InvGate Service Management and Flattrade accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between InvGate Service Management and Flattrade as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Flattrade. No coding required.
Yes. You can set up a workflow where InvGate Service Management triggers actions in Flattrade, and a separate workflow where Flattrade triggers actions in InvGate Service Management. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between InvGate Service Management and Flattrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire InvGate Service Management and Flattrade integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
