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Automate when something happens in Kite
Login -> Create new flow -> Select trigger -> Search Kite -> Choose the trigger from the list
Take action in Kite when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Kite -> Choose the action from the list
Trigger
Action

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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You can automate logging of trades and positions to CRMs or sheets, generate daily and weekly reports, trigger risk alerts, send client updates based on trading activity, and feed data into AI tools for analysis.
No. viaSocket is designed for business operators. You use a visual interface to choose triggers from Kite, define simple rules, and connect them to apps you already use, without writing code.
viaSocket can send your Kite data into AI models that summarize performance, highlight unusual activity, and draft review notes or client summaries in natural language, saving time on analysis and reporting.
Yes. You choose which events to use, such as a trade execution or position change, and which specific fields to send. You can also filter by instrument, value, or client before data goes to any other app.
It reduces manual data entry, speeds up reporting, improves risk visibility, and keeps clients informed automatically. Teams spend less time copying data and more time making trading and investment decisions.
Kite is a cutting-edge trading platform developed by Zerodha, designed to provide users with a seamless and efficient trading experience. It offers a user-friendly interface, advanced charting tools, and real-time market data to help traders make informed decisions. With Kite, users can trade in stocks, commodities, and currencies with ease, leveraging its robust features and integrations.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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