Connect Upstox and Encharge
Integrate Upstox with Encharge to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Historical Trades from Upstox when New User in Encharge
Get Profit and Loss Report from Upstox when Unsubscribe User from Encharge
Get Profit and Loss Report from Upstox when Tag Removed From Person in Encharge
List Historical Trades from Upstox when Tag Added To Person in Encharge
Get Historical Candles from Upstox when Unsubscribe User from Encharge
Popular Upstox + Encharge 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
Encharge
Automatically do this!
Add or update contact
Add Tag to User
Remove Tag from Contact
Archive Or Permanently Delete People
Unsubscribe Person
Get People
List Contacts
List Historical Trades from Upstox when New User in Encharge
Use this flowGet Profit and Loss Report from Upstox when Unsubscribe User from Encharge
Use this flowGet Profit and Loss Report from Upstox when Tag Removed From Person in Encharge
Use this flowList Historical Trades from Upstox when Tag Added To Person in Encharge
Use this flowGet Historical Candles from Upstox when Unsubscribe User from Encharge
Use this flowGet Market Quotes from Upstox when Unsubscribe User from Encharge
Use this flowGet Historical Candles from Upstox when Tag Added To Person in Encharge
Use this flowGet Today's Trades from Upstox when Updated Person in Encharge
Use this flowGet Today's Trades from Upstox when New User in Encharge
Use this flowGet Market Quotes from Upstox when Tag Added To Person in Encharge
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Encharge.
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
Unsubscribe User
Triggers when a user is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
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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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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Encharge 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 Encharge 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 Encharge. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Encharge, and a separate workflow where Encharge 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 Encharge. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Encharge integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
