Connect Upstox and Daftra
Integrate Upstox with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Live Quote from Upstox when Invoice Is Updated in Daftra
Get Profit and Loss Report from Upstox when Invoice Is Updated in Daftra
List Historical Trades from Upstox when Invoice Is Updated in Daftra
List Historical Trades from Upstox when Product Updated in Daftra
Get Market Quotes from Upstox when Invoice Is Updated in Daftra
Popular Upstox + Daftra 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
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Get Live Quote from Upstox when Invoice Is Updated in Daftra
Use this flowGet Profit and Loss Report from Upstox when Invoice Is Updated in Daftra
Use this flowList Historical Trades from Upstox when Invoice Is Updated in Daftra
Use this flowList Historical Trades from Upstox when Product Updated in Daftra
Use this flowGet Market Quotes from Upstox when Invoice Is Updated in Daftra
Use this flowGet Today's Trades from Upstox when Product Updated in Daftra
Use this flowGet Market Quotes from Upstox when Product Updated in Daftra
Use this flowGet Profit and Loss Report from Upstox when Product Updated in Daftra
Use this flowGet Historical Candles from Upstox when Product Updated in Daftra
Use this flowFind Instruments in Upstox when Product Updated in Daftra
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice Created
Runs when a new invoice is created in Daftra
New Product Added
Runs when a new product is added to your Daftra account.
Product Updated
Runs when a product is updated during the scheduled time window, excluding items that were only newly created.
Invoice Is Updated
Runs when an invoice is updated since the last check, excluding newly created invoices.
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 Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Daftra 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 Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Daftra, and a separate workflow where Daftra 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 Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
