Connect Upstox and DevRev
Integrate Upstox with DevRev to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when Account Created in Devrev
Get Live Quote from Upstox when Account Created in Devrev
Get Market Quotes from Upstox when Account Created in Devrev
Get Profit and Loss Report from Upstox when Account Created in Devrev
Get Today's Trades from Upstox when Account Created in Devrev
Popular Upstox + DevRev 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
DevRev
Automatically do this!
Update Dev User
List Dev Users
List Parts
Get specific Part
Search Parts by Type
Update Part
Delete Part
List Rev Orgs
Get Rev Org by ID
Create Rev Org
Update Rev Org
List Tags
Get Tag
Create Tag
Delete Tag
Update Tag
List Timeline Entries
Create Timeline Entry
Update Timeline Entry
List Works
Get Spesific Work
Create Work
Update Work
List Accounts
Get a Specific Account
Create Account
Update Account
List Metric Definitions
List SLA Trackers
Get Specific SLA Tracke by ID
Create SLA
Get SLA
List SLAs
Assign SLAs
Update SLA
Transition SLAs
List Articles
Create Article
Get Specific Article
Update Article
Delete Article
Get Atom
List Conversations
Create Conversation
Update Conversation
Delete Conversation
Delete Account
Create Group
List Groups
Add Groups Members
Get a specific Group
List Groups Members
Remove Groups Members
Update Group
List Links
Create Link
Create Rev User
List Rev Users
Get Rev User by ID
Update Rev User
Create Service Account
Get Service Account by ID
List Surveys Responses
List Sys Users
Update Sys User
Get Historical Candles from Upstox when Account Created in Devrev
Use this flowGet Live Quote from Upstox when Account Created in Devrev
Use this flowGet Market Quotes from Upstox when Account Created in Devrev
Use this flowGet Profit and Loss Report from Upstox when Account Created in Devrev
Use this flowGet Today's Trades from Upstox when Account Created in Devrev
Use this flowList Historical Trades from Upstox when Account Created in Devrev
Use this flowFind Instruments in Upstox when Account Created in Devrev
Use this flowGet Historical Candles from Upstox when Timeline Entry Created in DevRev
Use this flowGet Live Quote from Upstox when Timeline Entry Created in DevRev
Use this flowGet Market Quotes from Upstox when Timeline Entry Created in DevRev
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and DevRev.
When this happensTriggers
A trigger is an event that starts a workflow.
Account Created
Trigger when a new Account is created.
Timeline Entry Created
Trigger when a new Timeline Entry Created.
Tag Updated
Trigger when a new Tag Updated.
Tag Deleted
Trigger when a Tag Deleted.
Tag Created
Trigger when a new Tag Created.
Rev Org Created
Trigger when a new Rev Org Created.
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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From idea to automation.
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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and DevRev 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 DevRev 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 DevRev. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in DevRev, and a separate workflow where DevRev 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 DevRev. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and DevRev integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
