Connect Upstox and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Upstox

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Enable Integrations or automations with these events of Upstox and Follow Up Boss

Enable Integrations or automations with these events of Upstox and Follow Up Boss

Actions

Get Historical Candles

Get Historical Candles

Get historical candlestick price data for an instrument over a date range.

Get Live Quote

Get Live Quote

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

Get Full Market Quotes

Get Full Market Quotes

Get current prices and quote details for specified instruments.

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Frequently Asked Questions

How do I start an integration between Upstox and Follow Up Boss?

To start, connect both your Upstox and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Follow Up Boss (or vice versa).

Can we customize how data from Upstox is recorded in Follow Up Boss?

Absolutely. You can customize how Upstox data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Upstox and Follow Up Boss?

The data sync between Upstox and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upstox to Follow Up Boss?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upstox and Follow Up Boss?

Yes, you can set conditional logic to control the flow of data between Upstox and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Upstox

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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Follow Up Boss

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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