Connect Upstox and Cobot
Integrate Upstox with Cobot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when Booking Created in Cobot
Get Live Quote from Upstox when Booking Created in Cobot
Get Market Quotes from Upstox when Booking Created in Cobot
Get Profit and Loss Report from Upstox when Booking Created in Cobot
Get Today's Trades from Upstox when Booking Created in Cobot
Popular Upstox + Cobot 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
Cobot
Automatically do this!
Get Memberships
List booking categories for a space
List upcoming bookings for member
List recent bookings for member
List remaining booking credits for a member
List check-ins for entire space
List invoices
List Open Invoices
Get a questionnaire
List answers for a member
List members
List payment methods
List plans
List Resources
Get Historical Candles from Upstox when Booking Created in Cobot
Use this flowGet Live Quote from Upstox when Booking Created in Cobot
Use this flowGet Market Quotes from Upstox when Booking Created in Cobot
Use this flowGet Profit and Loss Report from Upstox when Booking Created in Cobot
Use this flowGet Today's Trades from Upstox when Booking Created in Cobot
Use this flowList Historical Trades from Upstox when Booking Created in Cobot
Use this flowFind Instruments in Upstox when Booking Created in Cobot
Use this flowGet Historical Candles from Upstox when Booking Will Begin in Cobot
Use this flowGet Live Quote from Upstox when Booking Will Begin in Cobot
Use this flowGet Market Quotes from Upstox when Booking Will Begin in Cobot
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Cobot.
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Created
Triggers when a booking is made.
Booking Will Begin
Triggers when a booking is about to begin.
Event Published
Triggers when an admin publishes an event.
Invoice Created
Triggers when an invoice is created.
External Booking Created
Triggers when an external booking is created.
Membership Cancelled
Triggers when a membership is cancelled.
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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AI will build it for you
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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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 Cobot
Cobot is a comprehensive management tool designed for coworking spaces. It helps streamline operations, manage memberships, and enhance community engagement.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Cobot 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 Cobot 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 Cobot. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Cobot, and a separate workflow where Cobot 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 Cobot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Cobot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
