Connect Upstox and Agiled
Integrate Upstox with Agiled to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Today's Trades from Upstox when New Project Created in Agiled
Get Market Quotes from Upstox when New Appointment Created in Agiled
Get Historical Candles from Upstox when New Project Created in Agiled
Find Instruments in Upstox when New Project Created in Agiled
Get Historical Candles from Upstox when New Appointment Created in Agiled
Popular Upstox + Agiled flows
Start from a real workflow other teams are already running.
Choose a trigger
Upstox
When this happens...
- Request a new Trigger for Upstox
Choose an action
Agiled
Automatically do this!
Create Product
Create Project
Create Contact
Create Expense
Create Task
Create Invoice
Update Product
Update Project
Create Estimate
Update Contact
Update Expense
Update Task
Update Account
Add Account
Delete Contact
Delete Task
Delete Invoice
Delete Estimate
Delete Project
Delete Product
Find a Project
Find Invoice
Find Task
Find a Product
Find Account
Delete Account
Delete Expense
List Invoices
List Estimates
List Users
List Products
List Projects
List Tasks
List Tickets
List Expenses
List Contacts
List Accounts
List Event Types
List Deals
List CRM Pipelines
List Documents
List Forms
List Payments
Find Contacts
Update Invoices
Find Deals
Update Deal
Create Deal
Create Ticket
Update Ticket
Find Tickets
Create Payment
Find Payments
Create Time Entry
Find Time Entries
Get Today's Trades from Upstox when New Project Created in Agiled
Use this flowGet Market Quotes from Upstox when New Appointment Created in Agiled
Use this flowGet Historical Candles from Upstox when New Project Created in Agiled
Use this flowFind Instruments in Upstox when New Project Created in Agiled
Use this flowGet Historical Candles from Upstox when New Appointment Created in Agiled
Use this flowGet Profit and Loss Report from Upstox when New Appointment Created in Agiled
Use this flowGet Live Quote from Upstox when New Project Created in Agiled
Use this flowGet Today's Trades from Upstox when New Appointment Created in Agiled
Use this flowList Historical Trades from Upstox when New Appointment Created in Agiled
Use this flowGet Profit and Loss Report from Upstox when New Project Created in Agiled
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Agiled.
When this happensTriggers
A trigger is an event that starts a workflow.
New contact created
Runs when new contact is created.
Deal Status Changed
Runs when deal status is updated.
New Deal Created
Runs when new deal is created. Sends payload to a configured webhook URL.
New Employee Created
Runs when new employee is created; add an optional webhook description.
Updated Document
Runs when a document is updated in a chosen workspace or document type.
New Document Created
Runs when new document is created in a selected workspace or folder.
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
Get Historical Candles
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Market Quotes
Get current prices and quote details for specified instruments.
Get Profit and Loss Report
Retrieve profit-and-loss data for a segment—trade records (paginated), charges breakdown, or a report summary. Filter by financial year or by fixed or relative date range.
Get Today's Trades
Retrieve all trades executed during the current trading day.
List Historical Trades
Retrieve historical trades for a segment and date range (data limited to the last 3 financial years). Supports relative date filters and pagination.
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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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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
About Agiled
Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Agiled 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 Upstox and Agiled 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 Agiled. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Agiled, and a separate workflow where Agiled triggers actions in Upstox. 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 Upstox and Agiled. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Agiled integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
