Connect SugarCRM and Upstox
Integrate SugarCRM with Upstox to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Today's Trades from Upstox when New Record Created in SugarCRM
List Historical Trades from Upstox when New Record Created in SugarCRM
Find Instruments in Upstox when Record Updated in SugarCRM
Get Today's Trades from Upstox when Record Updated in SugarCRM
Get Profit and Loss Report from Upstox when Record Updated in SugarCRM
Popular SugarCRM + Upstox flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
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 Today's Trades from Upstox when New Record Created in SugarCRM
Use this flowList Historical Trades from Upstox when New Record Created in SugarCRM
Use this flowFind Instruments in Upstox when Record Updated in SugarCRM
Use this flowGet Today's Trades from Upstox when Record Updated in SugarCRM
Use this flowGet Profit and Loss Report from Upstox when Record Updated in SugarCRM
Use this flowGet Market Quotes from Upstox when New Record Created in SugarCRM
Use this flowList Historical Trades from Upstox when Record Updated in SugarCRM
Use this flowFind Instruments in Upstox when New Record Created in SugarCRM
Use this flowGet Profit and Loss Report from Upstox when New Record Created in SugarCRM
Use this flowGet Market Quotes from Upstox when Record Updated in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Upstox.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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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AI will build it for you
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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
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 SugarCRM 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 SugarCRM 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 SugarCRM triggers actions in Upstox, and a separate workflow where Upstox triggers actions in SugarCRM. 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 SugarCRM and Upstox. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM 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.
