Connect Chatbot AI and Upstox to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
Choose an Action
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
Ready to use Chatbot AI and Upstox automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Arrives
Runs when new message arrives
Do thisActions
Action is the task that follows automatically within your Chatbot AI integrations.
Send WhatsApp Template Message
Send WhatsApp template message
Add Or Update Contact
Add or update a user's profile
Delete Contact
Add or update a user's profile
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 Chatbot AI and Upstox accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbot AI triggers actions in Upstox (or vice versa).
Absolutely. You can customize how Chatbot AI 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 Chatbot AI 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 Chatbot AI 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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