Connect Upstox and CheckFlow to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Upstox
Choose an Action
Automatically do this!
Create a Checklist
Share Checklist
Ready to use Upstox and CheckFlow automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Completed
Triggers when a new task is created in Checkflow.
File Uploaded
Triggers when a new file is uploaded within a task.
New Checklist
Triggers when a new checklist 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.
Create a Checklist
Creates a new checklist
Share Checklist
Creates a shared URL for a valid Checklist Id
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Frequently Asked Questions
To start, connect both your Upstox and CheckFlow accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in CheckFlow (or vice versa).
Absolutely. You can customize how Upstox data is recorded in CheckFlow. This includes choosing which data fields go into which fields of CheckFlow, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and CheckFlow 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 CheckFlow. 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 CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
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