Connect KarmaCRM and Flattrade
Integrate KarmaCRM with Flattrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Place Order with Flattrade when Contact Updated in KarmaCRM
Get User Details from Flattrade when Company Created in Karmacrm
Get Quotes from Flattrade when New Contact Created in KarmaCRM
Get User Details from Flattrade when Contact Updated in KarmaCRM
Get Order Book from Flattrade when New Deal Created in KarmaCRM
Popular KarmaCRM + Flattrade flows
Start from a real workflow other teams are already running.
Choose a trigger
KarmaCRM
When this happens...
Company Created
New Contact Created
Contact Updated
New Deal Created
Choose an action
Flattrade
Automatically do this!
Get Quotes
Get User Details
Place Order
Get Time Price Data
Get Single Order History
Get Positions
Get Order Book
Place Order with Flattrade when Contact Updated in KarmaCRM
Use this flowGet User Details from Flattrade when Company Created in Karmacrm
Use this flowGet Quotes from Flattrade when New Contact Created in KarmaCRM
Use this flowGet User Details from Flattrade when Contact Updated in KarmaCRM
Use this flowGet Order Book from Flattrade when New Deal Created in KarmaCRM
Use this flowGet Single Order History from Flattrade when Company Created in Karmacrm
Use this flowGet Positions from Flattrade when Company Created in Karmacrm
Use this flowPlace Order with Flattrade when New Contact Created in KarmaCRM
Use this flowPlace Order with Flattrade when Company Created in Karmacrm
Use this flowGet Positions from Flattrade when Contact Updated in KarmaCRM
Use this flowSupported Triggers & Actions
Everything you can automate between KarmaCRM and Flattrade.
When this happensTriggers
A trigger is an event that starts a workflow.
Company Created
Triggers when a new company is created.
New Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is updated.
New Deal Created
Triggers when a new deal is created.
Do thisActions
Action is the task that follows automatically within your KarmaCRM integrations.
List All Companies
Retrieve a list of companies with optional page and selectable response fields.
List Contacts
Retrieve contacts with filters for assigned user, status, stage, tags, sorting and pagination.
Create Company
Creates new company.
Create Contact
Creates a new contact.
Create Deal
Creates new deal.
Find Company
Find a company by its ID.
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 KarmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
Learn more
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KarmaCRM 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 KarmaCRM 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 KarmaCRM triggers actions in Flattrade, and a separate workflow where Flattrade triggers actions in KarmaCRM. 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 KarmaCRM and Flattrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KarmaCRM 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.
