Connect Fathom and Upstox
Integrate Fathom with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Action Item from Fathom
Get Live Quote from Upstox when New Action Item from Fathom
Get Full Market Quotes from Upstox when New Action Item from Fathom
Get Profit and Loss Report from Upstox when New Action Item from Fathom
Get Today's Trades from Upstox when New Action Item from Fathom
Popular Fathom + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
Fathom
When this happens...
New Action Item
New Al Summary
New Recording Available
New Transcript
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 New Action Item from Fathom
Use this flowGet Live Quote from Upstox when New Action Item from Fathom
Use this flowGet Full Market Quotes from Upstox when New Action Item from Fathom
Use this flowGet Profit and Loss Report from Upstox when New Action Item from Fathom
Use this flowGet Today's Trades from Upstox when New Action Item from Fathom
Use this flowGet Trade History from Upstox when New Action Item from Fathom
Use this flowGet Historical Candles from Upstox when New Al Summary in Fathom
Use this flowGet Live Quote from Upstox when New Al Summary in Fathom
Use this flowGet Full Market Quotes from Upstox when New Al Summary in Fathom
Use this flowGet Profit and Loss Report from Upstox when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Fathom and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
Do thisActions
Action is the task that follows automatically within your Fathom integrations.
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
Get summary of a transcript
Retrieve a Fathom recording's full transcript. If a Destination URL is provided, Fathom will POST the transcript there asynchronously; otherwise the transcript is returned in the response.
List Team Members
Retrieve all members of the specified team. If no team is selected, returns members from all teams.
Get Historical Candles
Get historical candlestick price data for an instrument over a 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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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.
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About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Fathom 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 Fathom 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 Fathom triggers actions in Upstox, and a separate workflow where Upstox triggers actions in Fathom. 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 Fathom and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Fathom 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.
