Connect Upstox and Bexio
Integrate Upstox with Bexio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Upstox + Bexio flows
Start from a real workflow other teams are already running.
Supported Triggers & Actions
Everything you can automate between Upstox and Bexio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Triggers when a new order is created
New Quote
Triggers when a new quote is created or updated
New Sales-Invoice
Triggers when a new sales invoice is created or updated
New/Updated Company
Triggers when a company is added or updated
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
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 Product
Creates a product
Create Project
Creates a Project
Create Person
Creates a person
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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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.
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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.
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About Bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Bexio 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 Bexio 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 Bexio. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Bexio, and a separate workflow where Bexio 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 Bexio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Bexio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
