Connect Concord CLM and Upstox
Integrate Concord CLM with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when When a new contract agreement is created in Concord CLM
Get Live Quote from Upstox when When a new contract agreement is created in Concord CLM
Get Full Market Quotes from Upstox when When a new contract agreement is created in Concord CLM
Get Profit and Loss Report from Upstox when When a new contract agreement is created in Concord CLM
Get Today's Trades from Upstox when When a new contract agreement is created in Concord CLM
Popular Concord CLM + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
Concord CLM
When this happens...
When a new contract agreement is created
Choose an action
Upstox
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
Get Profit and Loss Report
Get Today's Trades
Get Trade History
Get Historical Candles from Upstox when When a new contract agreement is created in Concord CLM
Use this flowGet Live Quote from Upstox when When a new contract agreement is created in Concord CLM
Use this flowGet Full Market Quotes from Upstox when When a new contract agreement is created in Concord CLM
Use this flowGet Profit and Loss Report from Upstox when When a new contract agreement is created in Concord CLM
Use this flowGet Today's Trades from Upstox when When a new contract agreement is created in Concord CLM
Use this flowGet Trade History from Upstox when When a new contract agreement is created in Concord CLM
Use this flowSupported Triggers & Actions
Everything you can automate between Concord CLM and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contract agreement is created
Runs the workflow automatically when a new contract agreement is created in Concord.
Do thisActions
Action is the task that follows automatically within your Concord CLM 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.
Get Profit and Loss Report
Retrieve trade records (paginated), charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.
Get Today's Trades
Retrieve all trades executed during the current trading day.
Get Trade History
Retrieve historical trade records for a selected segment within a specified date range.
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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About Concord CLM
Concord is a full contract lifecycle management platform with drafting, approvals, e-signature and storage - all in one place.
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Concord CLM 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 Concord CLM 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 Concord CLM triggers actions in Upstox, and a separate workflow where Upstox triggers actions in Concord CLM . 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 Concord CLM and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Concord CLM 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.
