Connect monday.com and Upstox
Integrate monday.com with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Instruments in Upstox when Subitem Is Updated in monday.com
Get Today's Trades from Upstox when New SubItem Created in monday.com
Find Instruments in Upstox when New SubItem Created in monday.com
Get Market Quotes from Upstox when New Item Added to Board on monday.com
Get Profit and Loss Report from Upstox when New Item Added to Board on monday.com
Popular monday.com + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
monday.com
When this happens...
New User Joins
Item Column Value Changes
Board Created Or Updated
New Item Created
Subitem Is Updated
New SubItem Created
New Item Added to Board
Item Moves to a Group
New Subitem Created
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
Find Instruments in Upstox when Subitem Is Updated in monday.com
Use this flowGet Today's Trades from Upstox when New SubItem Created in monday.com
Use this flowFind Instruments in Upstox when New SubItem Created in monday.com
Use this flowGet Market Quotes from Upstox when New Item Added to Board on monday.com
Use this flowGet Profit and Loss Report from Upstox when New Item Added to Board on monday.com
Use this flowGet Today's Trades from Upstox when New Item Added to Board on monday.com
Use this flowList Historical Trades from Upstox when New Item Added to Board on monday.com
Use this flowFind Instruments in Upstox when New Item Added to Board on monday.com
Use this flowGet Live Quote from Upstox when Item Moves to a Group in monday.com
Use this flowGet Profit and Loss Report from Upstox when Item Moves to a Group in monday.com
Use this flowSupported Triggers & Actions
Everything you can automate between monday.com and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
New SubItem Created
Runs when a new subitem is created on a board.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board.
Delete Item
Deletes an item from a monday.com board.
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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About monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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 monday.com 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 monday.com 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 monday.com triggers actions in Upstox, and a separate workflow where Upstox triggers actions in monday.com. 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 monday.com and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire monday.com 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.
