Connect Upstox and Float
Integrate Upstox with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Upstox + Float 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
Float
Automatically do this!
Create or Update Client
List All Clients
List All Department
List All Milestones
List All Person
List all Phases
List All Project Task
List All Project
Create Time Entry
Create or Upadate Department
Create Milestone
Create Person
Create Phase
Create Task
Create Time Off
Create Allocation
Update Phase
Update Milestone
Update Person
Find Person
Update Task
Update Allocation
Update Time Entry
Find Project
Find Allocation
Create Project
Update Project
Get Historical Candles from Upstox when New Milestone in Float
Use this flowGet Live Quote from Upstox when New Milestone in Float
Use this flowGet Market Quotes from Upstox when New Milestone in Float
Use this flowGet Profit and Loss Report from Upstox when New Milestone in Float
Use this flowGet Today's Trades from Upstox when New Milestone in Float
Use this flowList Historical Trades from Upstox when New Milestone in Float
Use this flowFind Instruments in Upstox when New Milestone in Float
Use this flowGet Historical Candles from Upstox when New Person created in Float
Use this flowGet Live Quote from Upstox when New Person created in Float
Use this flowGet Market Quotes from Upstox when New Person created in Float
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Float.
When this happensTriggers
A trigger is an event that starts a workflow.
New Milestone
Surgical fix: add Float API headers and correct milestone endpoint URLs in perform, sample, and transfer blocks.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
Project Task Created
Triggers when a new project task is created.
Project Task Updated
Triggers when a project task is modified.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Learn More About Automation
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,300+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Five practical automation hacks to cut repetitive tasks and boost productivity using viaSocket, covering lead generation, onboarding, accounting, support, and HR.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Upstox and Float free
No credit card required. Set up your first workflow in minutes.
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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Float 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 Float 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 Float. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Float, and a separate workflow where Float 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 Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
