Connect Flattrade and Pipeliner Cloud
Integrate Flattrade with Pipeliner Cloud to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Quotes from Flattrade when New Account in Pipeliner-cloud
Get User Details from Flattrade when New Account in Pipeliner-cloud
Place Order with Flattrade when New Account in Pipeliner-cloud
Get Time Price Data from Flattrade when New Account in Pipeliner-cloud
Get Single Order History from Flattrade when New Account in Pipeliner-cloud
Popular Flattrade + Pipeliner Cloud flows
Start from a real workflow other teams are already running.
Choose a trigger
Flattrade
When this happens...
- Request a new Trigger for Flattrade
Choose an action
Pipeliner Cloud
Automatically do this!
List All Contacts
Create Account
Create Appointment
Create Contact
Create Lead
List Accounts
List Activities
List Approvals
List Calls
List Clients
List Cloud Objects
List Company Emails
List Currencies
List Entities
List Data
List Emails
List Leads
List Opportunities
List Pipelines
Create Product
Update Account
Update Appointment
Update Contact
Update Lead
Update Product
Get Quotes from Flattrade when New Account in Pipeliner-cloud
Use this flowGet User Details from Flattrade when New Account in Pipeliner-cloud
Use this flowPlace Order with Flattrade when New Account in Pipeliner-cloud
Use this flowGet Time Price Data from Flattrade when New Account in Pipeliner-cloud
Use this flowGet Single Order History from Flattrade when New Account in Pipeliner-cloud
Use this flowGet Positions from Flattrade when New Account in Pipeliner-cloud
Use this flowGet Order Book from Flattrade when New Account in Pipeliner-cloud
Use this flowGet Quotes from Flattrade when New Appointment in Pipeliner Cloud
Use this flowGet User Details from Flattrade when New Appointment in Pipeliner Cloud
Use this flowPlace Order with Flattrade when New Appointment in Pipeliner Cloud
Use this flowSupported Triggers & Actions
Everything you can automate between Flattrade and Pipeliner Cloud.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when a new Account is created.
New Appointment
Triggers when a new Appointment is created.
New Contact
Triggers when a new Contact is created.
New Custom Entity
Triggers when a new Custom Entity is created.
New Lead
Triggers when a new Lead is created.
New Opportunity
Triggers when a new Opportunity is created.
Do thisActions
Action is the task that follows automatically within your Flattrade integrations.
Get Quotes
Retrieve live quote for a selected instrument and exchange.
Get User Details
Retrieve account details for the logged-in Flattrade user.
Place Order
Place a buy or sell market, limit, or SL-Limit order with price, quantity, product, exchange and optional trigger or remarks.
Get Time Price Data
Retrieve historical time-price data for a Flattrade instrument.
Get Single Order History
Retrieve history records for a specified Flattrade order.
Get Positions
Retrieve open and day positions for the logged-in Flattrade account. Use it to check holdings before placing orders.
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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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.
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About Flattrade
Flattrade is an Indian discount stockbroker that offers a free API (Pi) for trading on NSE, BSE, NFO and MCX. With this integration you can search instruments, fetch live quotes and historical candle data, place and cancel orders, and check your order book and positions. The MA Crossover Signal trigger watches an instrument's moving averages and fires a BUY when the fast average (default 7) crosses above the slow one (default 18) and a SELL when it crosses back, so you can automate indicator-based trades.
Learn more
About Pipeliner Cloud
Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Flattrade and Pipeliner Cloud 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 Flattrade and Pipeliner Cloud 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 Pipeliner Cloud. No coding required.
Yes. You can set up a workflow where Flattrade triggers actions in Pipeliner Cloud, and a separate workflow where Pipeliner Cloud triggers actions in Flattrade. 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 Flattrade and Pipeliner Cloud. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Flattrade and Pipeliner Cloud integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
