Integrate Upstox with Authress to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Upstox
When this happens...
Authress
Automatically do this!
Create Role
Create tenant
Create Group
Create Application
Get Historical Candles from Upstox when New Group in Authress
Use this flowGet Live Quote from Upstox when New Group in Authress
Use this flowGet Market Quotes from Upstox when New Group in Authress
Use this flowGet Profit and Loss Report from Upstox when New Group in Authress
Use this flowGet Today's Trades from Upstox when New Group in Authress
Use this flowList Historical Trades from Upstox when New Group in Authress
Use this flowFind Instruments in Upstox when New Group in Authress
Use this flowGet Historical Candles from Upstox when New Application in Authress
Use this flowGet Live Quote from Upstox when New Application in Authress
Use this flowGet Market Quotes from Upstox when New Application in Authress
Use this flowEverything you can automate between Upstox and Authress.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new group created.
Triggger when a new application is created.
Trigger when a new tenants created.
Trigger when a new connection is created.
Action is the task that follows automatically within your Upstox integrations.
Retrieve historical candlestick (open/high/low/close) price data for an instrument over a specified date range and interval.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
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.
Retrieve all trades executed during the current trading day.
Retrieve historical trades for a segment and date range (data limited to the last 3 financial years). Supports relative date filters and pagination.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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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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 moreAuthress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
Learn moreSign up for a free viaSocket account, then authorize both your Upstox and Authress 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 Authress 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 Authress. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Authress, and a separate workflow where Authress 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 Authress. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Authress integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.