Connect Upstox and Fathom
Integrate Upstox with Fathom to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Action Item from Fathom
Get Full Market Quotes from Upstox when New Action Item from Fathom
Get Live Quote from Upstox when New Al Summary in Fathom
Get Full Market Quotes from Upstox when New Al Summary in Fathom
Get Historical Candles from Upstox when New Recording Available in Fathom
Popular Upstox + Fathom 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
Fathom
Automatically do this!
List meetings
List Teams
Get summary of a Recording
Get summary of a transcript
List Team Members
Get Historical Candles from Upstox when New Action Item from Fathom
Use this flowGet Full Market Quotes from Upstox when New Action Item from Fathom
Use this flowGet Live Quote from Upstox when New Al Summary in Fathom
Use this flowGet Full Market Quotes from Upstox when New Al Summary in Fathom
Use this flowGet Historical Candles from Upstox when New Recording Available in Fathom
Use this flowGet Full Market Quotes from Upstox when New Recording Available in Fathom
Use this flowGet Historical Candles from Upstox when New Transcript in Fathom
Use this flowGet Live Quote from Upstox when New Action Item from Fathom
Use this flowGet Live Quote from Upstox when New Recording Available in Fathom
Use this flowGet Historical Candles from Upstox when New Al Summary in Fathom
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Fathom.
When this happensTriggers
A trigger is an event that starts a workflow.
New Action Item
Triggers when there's a new action item from a meeting.
New Al Summary
Triggers when there's a new Al summary from a meeting.
New Recording Available
Triggers when there's a new meeting recording.
New Transcript
Triggers when there's a new transcript from a meeting.
Do thisActions
Action is the task that follows automatically within your Upstox integrations.
Get Historical Candles
Get historical candlestick price data for an instrument over a date range.
Get Live Quote
Get current price and open, high, low, close values for a specified instrument.
Get Full Market Quotes
Get current prices and quote details for specified instruments.
List meetings
Get a list of meetings and filter by date range, invitee domains, recorder, or team, with optional action items and CRM matches.
List Teams
Retrieve all teams in your Fathom account.
Get summary of a Recording
Retrieve the AI-generated summary for a Fathom recording. If a destination URL is provided, Fathom will POST the summary there; otherwise the summary is returned in the response.
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 moreSimilar apps
About Fathom
Fathom is an AI-driven platform designed to enhance business analytics and decision-making processes. It provides insights and data visualization to help organizations make informed decisions.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Fathom 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 Fathom 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 Fathom. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Fathom, and a separate workflow where Fathom 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 Fathom. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Fathom integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
