Connect Upstox and ChatbotAI partner to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upstox
Choose an Action
Automatically do this!
Assign Trail Plan
Add Wallet Balance
Create New User
Create Magic Link
Ready to use Upstox and ChatbotAI partner automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
When a user creates an account
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
Get Historical Candles
Get historical candlestick price data for an instrument over a date range.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Full Market Quotes
Get current prices and quote details for specified instruments.
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
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Know More About Upstox and Chatbotai Partner Integrations
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Frequently Asked Questions
To start, connect both your Upstox and ChatbotAI partner accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in ChatbotAI partner (or vice versa).
Absolutely. You can customize how Upstox data is recorded in ChatbotAI partner. This includes choosing which data fields go into which fields of ChatbotAI partner, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and ChatbotAI partner typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Upstox and ChatbotAI partner. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Upstox
Upstox is a leading platform for trading and investment, offering a range of financial services including stock trading, mutual funds, and more. It provides users with advanced tools and insights to make informed investment decisions.
Learn MoreAbout ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
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