Connect Upstox and Centralstation CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upstox
Choose an Action
Automatically do this!
List All People
Search People by Email
List All Companies
List All Deals
List All Projects
List All Protocols
List All Historic Events
List All Tags
List All Tasks
List All Users
List All Filter Groups
Create Person
Create Project
Create Deal
Create Company
Get a Deal
Update Deal
Update Person
Update Project
Update Company
Add Tag to Person
Find Company by Name
Find Project by Name
Find Deal by Name
Ready to use Upstox and Centralstation CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created
New Person
Triggers when a new person is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Deal
Triggers when a new deal is created
Deal Updated
Triggers when a deal is 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.
List All People
Retrieves the details of all people
Search People by Email
Retrieves the details of the person by email
List All Companies
Retrieves the details of all companies
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Frequently Asked Questions
To start, connect both your Upstox and Centralstation CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Centralstation CRM (or vice versa).
Absolutely. You can customize how Upstox data is recorded in Centralstation CRM. This includes choosing which data fields go into which fields of Centralstation CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and Centralstation CRM 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 Centralstation CRM. 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 Centralstation CRM
CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.
Learn More
