Connect Upstox and Cakemail to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upstox
Choose an Action
Automatically do this!
Add a Contact
Update a Contact
Get Account Details
Shows All Lists
Validate Domains
Show Email Activity Logs
Ready to use Upstox and Cakemail automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
Contact Untagged
Triggers when a contact is untagged.
New Campaign
Triggers when a campaign is created.
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.
Add a Contact
Add a new contact in Cakemail
Update a Contact
Update a perticular contact
Get Account Details
Get the account details.
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Frequently Asked Questions
To start, connect both your Upstox and Cakemail accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Cakemail (or vice versa).
Absolutely. You can customize how Upstox data is recorded in Cakemail. This includes choosing which data fields go into which fields of Cakemail, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and Cakemail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Upstox and Cakemail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn More
