Connect Pipl.ai and Upstox to Build Intelligent Automations

Choose a Trigger

Pipl.ai

When this happens...

Choose an Action

Upstox

Automatically do this!

Enable Integrations or automations with these events of Pipl.ai and Upstox

Enable Integrations or automations with these events of Pipl.ai and Upstox

Actions

Add a new workspace

Add a new workspace

Adds a new workspace to Pipl.ai using an existing workspace ID for reference.

Create a new campaign

Create a new campaign

Creates a new campaign under a specified workspace.

List all campaigns

List all campaigns

Retrieve a list of campaigns for a specific workspace.

Get campaign status

Get campaign status

Get campaign status

Get campaign email accounts

Get campaign email accounts

Get a list of email accounts associated to the campaign

Set campaign name

Set campaign name

This action allows users to set a new name for their campaign.

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Frequently Asked Questions

How do I start an integration between Pipl.ai and Upstox?

To start, connect both your Pipl.ai and Upstox accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipl.ai triggers actions in Upstox (or vice versa).

Can we customize how data from Pipl.ai is recorded in Upstox?

Absolutely. You can customize how Pipl.ai data is recorded in Upstox. This includes choosing which data fields go into which fields of Upstox, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Pipl.ai and Upstox?

The data sync between Pipl.ai and Upstox typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Pipl.ai to Upstox?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Pipl.ai and Upstox?

Yes, you can set conditional logic to control the flow of data between Pipl.ai and Upstox. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Pipl.ai

About Pipl.ai

Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.

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Upstox

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.

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