Connect Upstox and Cardly
Integrate Upstox with Cardly to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when Automation Order Cancelled in Cardly
Get Live Quote from Upstox when Automation Order Cancelled in Cardly
Get Market Quotes from Upstox when Automation Order Cancelled in Cardly
Get Profit and Loss Report from Upstox when Automation Order Cancelled in Cardly
Get Today's Trades from Upstox when Automation Order Cancelled in Cardly
Popular Upstox + Cardly 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
Cardly
Automatically do this!
Invite User to Account
Create a Contact List
Create a Contact
Delete a Contact
Revoke User Access
Send a Card
Synchronize a Contact
Get Historical Candles from Upstox when Automation Order Cancelled in Cardly
Use this flowGet Live Quote from Upstox when Automation Order Cancelled in Cardly
Use this flowGet Market Quotes from Upstox when Automation Order Cancelled in Cardly
Use this flowGet Profit and Loss Report from Upstox when Automation Order Cancelled in Cardly
Use this flowGet Today's Trades from Upstox when Automation Order Cancelled in Cardly
Use this flowList Historical Trades from Upstox when Automation Order Cancelled in Cardly
Use this flowFind Instruments in Upstox when Automation Order Cancelled in Cardly
Use this flowGet Historical Candles from Upstox when Automation Order Created in Cardly
Use this flowGet Live Quote from Upstox when Automation Order Created in Cardly
Use this flowGet Market Quotes from Upstox when Automation Order Created in Cardly
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Cardly.
When this happensTriggers
A trigger is an event that starts a workflow.
Automation Order Cancelled
Get details about an order that was cancelled for one of your contacts and the rule that originally triggered it.
Automation Order Created
Get details about an order that was just created for one of your contacts based on an automation rule being triggered.
Automation Order Sent
Get details about an order that was dispatched for one of your contacts and the rule that originally triggered it.
Contact Change of Address Notification
Feed back details of a change of address notification for one of your contacts back into an external system.
Contact Undeliverable as Addressed Notification
Feed back details of an undeliverable mail notification for one of your contacts back into an external system.
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
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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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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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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 Cardly
Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Cardly 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 Cardly 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 Cardly. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Cardly, and a separate workflow where Cardly 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 Cardly. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Cardly integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
