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Connect Flattrade and Salesflare

Integrate Flattrade with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Popular Flattrade + Salesflare flows

Start from a real workflow other teams are already running.

Choose a trigger

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Flattrade

When this happens...

Choose an action

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Salesflare

Automatically do this!

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Supported Triggers & Actions

Everything you can automate between Flattrade and Salesflare.

When this happensTriggers

A trigger is an event that starts a workflow.

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Created

New Workflow Step Created

Runs when new workflow step created

Request a new Trigger for Flattrade

Do thisActions

Action is the task that follows automatically within your Flattrade integrations.

Get Quotes

Get Quotes

Retrieve live quote for a selected instrument and exchange.

Get User Details

Get User Details

Retrieve account details for the logged-in Flattrade user.

Place Order

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

Get Time Price Data

Retrieve historical time-price data for a Flattrade instrument.

Get Single Order History

Get Single Order History

Retrieve history records for a specified Flattrade order.

Get Positions

Get Positions

Retrieve open and day positions for the logged-in Flattrade account. Use it to check holdings before placing orders.

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  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Flattrade
Flattrade + Salesflare
Flattrade logo

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.

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Integrations Salesflare
Salesflare + Flattrade
Salesflare logo

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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Frequently Asked Questions

How do I connect Flattrade and Salesflare?

Sign up for a free viaSocket account, then authorize both your Flattrade and Salesflare 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Flattrade and Salesflare as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Flattrade to Salesflare?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Salesflare. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Flattrade triggers actions in Salesflare, and a separate workflow where Salesflare triggers actions in Flattrade. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Flattrade and Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Flattrade and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.