Connect Upstox and Cody.ai
Integrate Upstox with Cody.ai to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Today's Trades from Upstox when New Conversation in getCody.ai
Get Historical Candles from Upstox when New Documents from getCody.ai
Get Profit and Loss Report from Upstox when New Documents from getCody.ai
Find Instruments in Upstox when New Conversation in getCody.ai
Get Live Quote from Upstox when New Message in getCody.ai
Popular Upstox + Cody.ai 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
Cody.ai
Automatically do this!
Create Document
Create Document from Webpage
Delete Document
Create Folder
Create Conversation
Send Message
Update Conversation
Delete Conversation
Update Folder
Upload File
Find Bot By Name
Get Today's Trades from Upstox when New Conversation in getCody.ai
Use this flowGet Historical Candles from Upstox when New Documents from getCody.ai
Use this flowGet Profit and Loss Report from Upstox when New Documents from getCody.ai
Use this flowFind Instruments in Upstox when New Conversation in getCody.ai
Use this flowGet Live Quote from Upstox when New Message in getCody.ai
Use this flowGet Today's Trades from Upstox when New Message in getCody.ai
Use this flowList Historical Trades from Upstox when New Message in getCody.ai
Use this flowGet Live Quote from Upstox when New Folder in getCody.ai
Use this flowList Historical Trades from Upstox when New Conversation in getCody.ai
Use this flowGet Today's Trades from Upstox when New Folder in getCody.ai
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Cody.ai.
When this happensTriggers
A trigger is an event that starts a workflow.
New Bot
Triggered when a new bot is created.
New Message
Triggered when a new message is created.
New Folder
Triggered when a new folder is created.
New Conversation
Triggered when a new conversation is created.
New Documents
Triggered when a new document is created.
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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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.
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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.
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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 Cody.ai
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Cody.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.
Yes. viaSocket uses instant triggers where available, so data moves between Upstox and Cody.ai 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 Cody.ai. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Cody.ai, and a separate workflow where Cody.ai 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 Cody.ai. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Cody.ai integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
