Connect Bigin and Upstox
Integrate Bigin with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Contact Created in Bigin
Get Live Quote from Upstox when New Contact Created in Bigin
Get Market Quotes from Upstox when New Contact Created in Bigin
Get Profit and Loss Report from Upstox when New Contact Created in Bigin
Get Today's Trades from Upstox when New Contact Created in Bigin
Popular Bigin + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
Upstox
Automatically do this!
Get Historical Candles
Get Live Quote
Get Market Quotes
Get Profit and Loss Report
Get Today's Trades
List Historical Trades
Find Instruments
Get Historical Candles from Upstox when New Contact Created in Bigin
Use this flowGet Live Quote from Upstox when New Contact Created in Bigin
Use this flowGet Market Quotes from Upstox when New Contact Created in Bigin
Use this flowGet Profit and Loss Report from Upstox when New Contact Created in Bigin
Use this flowGet Today's Trades from Upstox when New Contact Created in Bigin
Use this flowList Historical Trades from Upstox when New Contact Created in Bigin
Use this flowFind Instruments in Upstox when New Contact Created in Bigin
Use this flowGet Historical Candles from Upstox when New Deal Is Created in Bigin
Use this flowGet Live Quote from Upstox when New Deal Is Created in Bigin
Use this flowGet Market Quotes from Upstox when New Deal Is Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
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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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 Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and Upstox 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 Bigin and Upstox 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 Upstox. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in Upstox, and a separate workflow where Upstox triggers actions in Bigin. 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 Bigin and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and Upstox integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
