Connect Espo CRM and Upstox
Integrate Espo CRM with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Live Quote from Upstox when New Lead in Espo CRM
Get Full Market Quotes from Upstox when Lead Status Updated in Espo CRM
Get Profit and Loss Report from Upstox when Lead Status Updated in Espo CRM
Get Full Market Quotes from Upstox when New Lead in Espo CRM
Get Profit and Loss Report from Upstox when New Lead in Espo CRM
Popular Espo CRM + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
Espo CRM
When this happens...
New Lead
Lead Status Updated
Choose an action
Upstox
Automatically do this!
Get Historical Candles
Get Live Quote
Get Full Market Quotes
Get Profit and Loss Report
Get Live Quote from Upstox when New Lead in Espo CRM
Use this flowGet Full Market Quotes from Upstox when Lead Status Updated in Espo CRM
Use this flowGet Profit and Loss Report from Upstox when Lead Status Updated in Espo CRM
Use this flowGet Full Market Quotes from Upstox when New Lead in Espo CRM
Use this flowGet Profit and Loss Report from Upstox when New Lead in Espo CRM
Use this flowGet Live Quote from Upstox when Lead Status Updated in Espo CRM
Use this flowGet Historical Candles from Upstox when Lead Status Updated in Espo CRM
Use this flowGet Historical Candles from Upstox when New Lead in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Espo CRM and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Espo CRM integrations.
Create Lead
Create a new lead using contact and address details.
Get Lead
Fetches Lead details by an ID.
Update Lead
Update lead details.
Find Leads by Text Filter
Find leads that match a text filter.
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.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
AI will build it for you
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Espo CRM and Upstox free
No credit card required. Set up your first workflow in minutes.
About Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
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 Espo CRM 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 Espo CRM 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 Espo CRM triggers actions in Upstox, and a separate workflow where Upstox triggers actions in Espo CRM. 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 Espo CRM and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Espo CRM 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.
