Connect noCRM.io and Flattrade
Integrate noCRM.io with Flattrade to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular noCRM.io + Flattrade flows
Start from a real workflow other teams are already running.
Choose a trigger
noCRM.io
When this happens...
New Lead
New Client Folder
New Lead Comment
Lead Deleted
New Lead Assigned
New Lead Title or Content Changed
Lead Status Changed
Lead Step Changed
New Unassigned Lead
New Prospect Created
New Default Field Created
Default Field updated
Default Field Deleted
Step Created
Step Updated
Step Deleted
Client Folder Created
Unassigned Lead Created
Prospect Updated
Lead Created
Lead Status Cancelled
Lead Status Standby
Lead Status Changed to Todo
Lead Won
Task Done
Task Standby
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
Get Quotes from Flattrade when New Lead in Nocrmio
Use this flowGet User Details from Flattrade when New Lead in Nocrmio
Use this flowGet Time Price Data from Flattrade when New Lead in Nocrmio
Use this flowGet Single Order History from Flattrade when New Lead in Nocrmio
Use this flowGet Positions from Flattrade when New Lead in Nocrmio
Use this flowGet Order Book from Flattrade when New Lead in Nocrmio
Use this flowGet Quotes from Flattrade when New Client Folder in noCRM.io
Use this flowGet User Details from Flattrade when New Client Folder in noCRM.io
Use this flowPlace Order with Flattrade when New Client Folder in noCRM.io
Use this flowGet Time Price Data from Flattrade when New Client Folder in noCRM.io
Use this flowSupported Triggers & Actions
Everything you can automate between noCRM.io and Flattrade.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
Do thisActions
Action is the task that follows automatically within your noCRM.io integrations.
List Client Folders
List client folders, optionally sorting by name or id and direction.
List Pipelines
Retrieve all pipelines from your noCRM account.
List Categories
List categories and optionally include their tags.
List Predefined Tags
List predefined tags from your account.
List Fields
Return the list of fields defined for your leads and clients.
List Activities
Retrieve all activities from the connected noCRM.io account.
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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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 noCRM.io 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 noCRM.io 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 noCRM.io triggers actions in Flattrade, and a separate workflow where Flattrade triggers actions in noCRM.io. 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 noCRM.io and Flattrade. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire noCRM.io 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.
