Connect KanbanFlow and Upstox
Integrate KanbanFlow with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Task Is Created in KanbanFlow
Get Live Quote from Upstox when New Task Is Created in KanbanFlow
Get Market Quotes from Upstox when New Task Is Created in KanbanFlow
Get Profit and Loss Report from Upstox when New Task Is Created in KanbanFlow
Get Today's Trades from Upstox when New Task Is Created in KanbanFlow
Popular KanbanFlow + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
KanbanFlow
When this happens...
New Task Is Created
Task Is Moved
Choose an action
Upstox
Automatically do this!
Get Historical Candles
Get Live Quote
Get Market Quotes
Get Profit and Loss Report
Get Today's Trades
List Historical Trades
Find Instruments
Get Historical Candles from Upstox when New Task Is Created in KanbanFlow
Use this flowGet Live Quote from Upstox when New Task Is Created in KanbanFlow
Use this flowGet Market Quotes from Upstox when New Task Is Created in KanbanFlow
Use this flowGet Profit and Loss Report from Upstox when New Task Is Created in KanbanFlow
Use this flowGet Today's Trades from Upstox when New Task Is Created in KanbanFlow
Use this flowList Historical Trades from Upstox when New Task Is Created in KanbanFlow
Use this flowFind Instruments in Upstox when New Task Is Created in KanbanFlow
Use this flowGet Historical Candles from Upstox when Task Is Moved in KanbanFlow
Use this flowGet Live Quote from Upstox when Task Is Moved in KanbanFlow
Use this flowGet Market Quotes from Upstox when Task Is Moved in KanbanFlow
Use this flowSupported Triggers & Actions
Everything you can automate between KanbanFlow and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
Get Historical Candles
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Market Quotes
Get current prices and quote details for specified instruments.
Get Profit and Loss Report
Retrieve profit-and-loss data for a segment—trade records (paginated), charges breakdown, or a report summary. Filter by financial year or by fixed or relative date range.
Get Today's Trades
Retrieve all trades executed during the current trading day.
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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your KanbanFlow 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 KanbanFlow 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 KanbanFlow triggers actions in Upstox, and a separate workflow where Upstox triggers actions in KanbanFlow. 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 KanbanFlow and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire KanbanFlow 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.
