Connect Certifier and Upstox to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
Choose an Action
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
Ready to use Certifier and Upstox automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Triggers when new group is created.
Do thisActions
Action is the task that follows automatically within your Certifier integrations.
Delete Credential
Delete an existing Credential.
Delete Credential Template
Permanently delete a group
Update a credential
Update a credential
Update a Credential Template
Edit group name or certificate
Create Credential Template
Create a certificate group
Issue Credential
Creates, issues, and sends a credential to a recipient.
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Frequently Asked Questions
To start, connect both your Certifier and Upstox accounts to viaSocket. Once connected, you can set up a workflow where an event in Certifier triggers actions in Upstox (or vice versa).
Absolutely. You can customize how Certifier 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 Certifier 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 Certifier 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 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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