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Connect Upstox and EyeLevel AI

Integrate Upstox with EyeLevel AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Upstox and EyeLevel AI.

When this happensTriggers

A trigger is an event that starts a workflow.

Update Documet

Update Documet

Trigger when an existing Ingest document is updated.

New Ingest Document

New Ingest Document

Trigger when new Ingest document is created.

New Group

New Group

Trigger when new Group is created.

Update Bucket

Update Bucket

Trigger when an existing bucket is updated.

New Bucket

New Bucket

Trigger when new bucket is created.

Request a new Trigger for Upstox

Do thisActions

Action is the task that follows automatically within your Upstox integrations.

Get Historical Candles

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 Live Quote

Get current price and open, high, low, close values for a specified instrument.

Get Market Quotes

Get Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

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

Get Today's Trades

Retrieve all trades executed during the current trading day.

List Historical Trades

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Upstox
Upstox + EyeLevel AI
Upstox logo

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.

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Integrations EyeLevel AI
EyeLevel AI + Upstox
EyeLevel AI logo

About EyeLevel AI

EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.

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Frequently Asked Questions

How do I connect Upstox and EyeLevel AI?

Sign up for a free viaSocket account, then authorize both your Upstox and EyeLevel AI 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Upstox and EyeLevel AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Upstox to EyeLevel AI?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach EyeLevel AI. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Upstox triggers actions in EyeLevel AI, and a separate workflow where EyeLevel AI triggers actions in Upstox. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Upstox and EyeLevel AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Upstox and EyeLevel AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.