Full list

Supported Triggers & Actions

Everything you can automate between SandeshChat and Upstox.

When this happensTriggers

A trigger is an event that starts a workflow.

New Inbound Message Arrives

New Inbound Message Arrives

Runs when new inbound message arrives.

Message Delivery Status Changes

Message Delivery Status Changes

Runs when Message Delivery Status Changes

Request a new Trigger for SandeshChat

Do thisActions

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

Send Template Message

Send Template Message

Send a SandeshChat template message to a recipient's phone number.

Send Session Message

Send Session Message

Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.

Get Historical Candles

Get Historical Candles

Get historical candlestick price data for an instrument over a date range.

Get Live Quote

Get Live Quote

Get current price and open, high, low, close values for a specified instrument.

Get Full Market Quotes

Get Full Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

Get Profit and Loss Report

Retrieve trade records (paginated), charges breakdown, or a report summary for a selected segment, filtered by financial year or by date range.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  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 SandeshChat
SandeshChat + Upstox
SandeshChat logo

About SandeshChat

SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.

Learn more
Integrations Upstox
Upstox + SandeshChat
Upstox logo

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

How do I connect SandeshChat and Upstox?

Sign up for a free viaSocket account, then authorize both your SandeshChat 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between SandeshChat and Upstox 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 SandeshChat to Upstox?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where SandeshChat triggers actions in Upstox, and a separate workflow where Upstox triggers actions in SandeshChat. 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 SandeshChat and Upstox. 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 SandeshChat 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.