Connect Upstox and Zoho FSM to Build Intelligent Automations
Enable Integrations or automations with these events of Upstox and Zoho FSM
Enable Integrations or automations with these events of Upstox and Zoho FSM
Actions
Get Historical Candles
Get historical candlestick price data for an instrument over a date range.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Full Market Quotes
Get current prices and quote details for specified instruments.
Create User
Creates a new user to Zoho FSM.
Create Company
Create a company record with billing, service address, and tax details.
Create Service Report
Create a service report for an appointment with technician notes and customer feedback
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Frequently Asked Questions
To start, connect both your Upstox and Zoho FSM accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Zoho FSM (or vice versa).
Absolutely. You can customize how Upstox data is recorded in Zoho FSM. This includes choosing which data fields go into which fields of Zoho FSM, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and Zoho FSM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Upstox and Zoho FSM. 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.
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 MoreAbout Zoho FSM
Zoho FSM is a comprehensive field service management solution designed to streamline operations, enhance customer satisfaction, and improve efficiency for businesses managing field services.
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