Connect Upstox and Bigin
Integrate Upstox with Bigin to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Historical Trades from Upstox when New Contact Created in Bigin
Find Instruments in Upstox when New Contact Created in Bigin
Get Live Quote from Upstox when New Contact Created in Bigin
Get Historical Candles from Upstox when New Contact Created in Bigin
Get Live Quote from Upstox when New Deal Is Created in Bigin
Popular Upstox + Bigin 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
Bigin
Automatically do this!
Create Contact
Update Contact
Update Company
Get Organization Details
Create Or Update Pipeline
Create Or Update Contact
Create Pipeline
List Historical Trades from Upstox when New Contact Created in Bigin
Use this flowFind Instruments in Upstox when New Contact Created in Bigin
Use this flowGet Live Quote from Upstox when New Contact Created in Bigin
Use this flowGet Historical Candles from Upstox when New Contact Created in Bigin
Use this flowGet Live Quote from Upstox when New Deal Is Created in Bigin
Use this flowGet Today's Trades from Upstox when New Deal Is Created in Bigin
Use this flowGet Historical Candles from Upstox when New Deal Is Created in Bigin
Use this flowGet Today's Trades from Upstox when New Contact Created in Bigin
Use this flowGet Market Quotes from Upstox when New Deal Is Created in Bigin
Use this flowGet Market Quotes from Upstox when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Bigin.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
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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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 Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Bigin 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 Bigin 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 Bigin. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Bigin, and a separate workflow where Bigin 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 Bigin. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Bigin integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
