Connect Callingly and Upstox to Build Intelligent Automations
Enable Integrations or automations with these events of Callingly and Upstox
Enable Integrations or automations with these events of Callingly and Upstox
Actions
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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.
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Frequently Asked Questions
To start, connect both your Callingly and Upstox accounts to viaSocket. Once connected, you can set up a workflow where an event in Callingly triggers actions in Upstox (or vice versa).
Absolutely. You can customize how Callingly data is recorded in Upstox. This includes choosing which data fields go into which fields of Upstox, setting up custom formats, and filtering out unwanted information.
The data sync between Callingly and Upstox 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 Callingly and Upstox. 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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
Learn MoreAbout 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.
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