Full list

Supported Triggers & Actions

Everything you can automate between Upstox and Amwork.

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity Type

New Activity Type

Triggers when a New Activity Type is created in Amwork.

New Entity Types

New Entity Types

Triggers when a Entity Types is created in Amwork.

New Document Template

New Document Template

Triggers when a document template is created in Amwork.

New Notification

New Notification

Triggers when a Notifications is created in Amwork.

New Appointment Schedule

New Appointment Schedule

Triggers when a New Appointment Schedule is created in Amwork.

New Schedule

New Schedule

Triggers when a Schedule is created in Amwork.

Do thisActions

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

Get Historical Candles

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 Live Quote

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

Get Market Quotes

Get Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

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

Get Today's Trades

Retrieve all trades executed during the current trading day.

List Historical Trades

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.

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.

Trusted by Thousands. Recognized by the Best.

Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Workflow: Auto Close Inactive viaSocket Connections
YOU
◆AI Workflow Builder

From idea to automation.
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.

No coding required|Review before publishing|Works with 2,300+ apps
Create with AI

Need help building your workflow?

Get help instantly from AI or reach out to our support team.

viaSocket Support

We're here to help

Online
Support agent
What can I help you with?
How can I set trigger?
10:30 AM ✓

Instant answers

AI assistant available 24/7

Expert support

Connect with our specialists

Trusted & secure

Your data is safe with us

Start automating Upstox and Amwork free

No credit card required. Set up your first workflow in minutes.

Integrations Upstox
Upstox + Amwork
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
Integrations Amwork
Amwork + Upstox
Amwork logo

About Amwork

Amwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.

Learn more

Frequently Asked Questions

How do I connect Upstox and Amwork?

Sign up for a free viaSocket account, then authorize both your Upstox and Amwork 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 Upstox and Amwork 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 Upstox to Amwork?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Amwork. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Upstox triggers actions in Amwork, and a separate workflow where Amwork triggers actions in Upstox. 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 Upstox and Amwork. 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 Upstox and Amwork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.