Connect Upstox and Gmail to Build Intelligent Automations

Choose a Trigger

Upstox

When this happens...

Choose an Action

Gmail

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Attachment

New Attachment

Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.

New Email Received

New Email Received

Runs when new email arrives

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

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.

Send Email

Send Email

send a new email message.

Add or Remove Label to Email

Add or Remove Label to Email

Add or remove a label on a specific email or the first email that matches a subject or sender.

Reply to Email

Reply to Email

Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.

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Step by step guides to integrate Upstox and Gmail

Frequently Asked Questions

How do I start an integration between Upstox and Gmail?

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

Can we customize how data from Upstox is recorded in Gmail?

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

How often does the data sync between Upstox and Gmail?

The data sync between Upstox and Gmail 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 Gmail?

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 Gmail?

Yes, you can set conditional logic to control the flow of data between Upstox and Gmail. 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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Gmail

About Gmail

Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.

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