Connect Upstox and Gmail
Integrate Upstox with Gmail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Attachment in Gmail
Get Live Quote from Upstox when New Attachment in Gmail
Get Market Quotes from Upstox when New Attachment in Gmail
Get Profit and Loss Report from Upstox when New Attachment in Gmail
Get Today's Trades from Upstox when New Attachment in Gmail
Popular Upstox + Gmail 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
Gmail
Automatically do this!
Send Email
Add or Remove Labels on Emails
Reply To Thread
Get Thread Replies
Search Email Messages
Get Email Attachment
Create Email Draft
List all Mails
Get Historical Candles from Upstox when New Attachment in Gmail
Use this flowGet Live Quote from Upstox when New Attachment in Gmail
Use this flowGet Market Quotes from Upstox when New Attachment in Gmail
Use this flowGet Profit and Loss Report from Upstox when New Attachment in Gmail
Use this flowGet Today's Trades from Upstox when New Attachment in Gmail
Use this flowList Historical Trades from Upstox when New Attachment in Gmail
Use this flowFind Instruments in Upstox when New Attachment in Gmail
Use this flowGet Historical Candles from Upstox when New Email Received in Gmail
Use this flowGet Live Quote from Upstox when New Email Received in Gmail
Use this flowGet Market Quotes from Upstox when New Email Received in Gmail
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Gmail.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Runs when new email arrives
New Email Sent
Runs the workflow automatically whenever a new email appears in the Sent mailbox or in a specified label.
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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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 to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Upstox and Gmail workflows.
Learn how to automate Upstox and Gmail workflows.
Learn how to automate Upstox and Gmail workflows.
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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 Gmail
Gmail is Google's email service that helps users send, receive, organize, search, and manage email messages with powerful spam filtering and integration across Google Workspace.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Gmail 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 Gmail 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 Gmail. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Gmail, and a separate workflow where Gmail 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 Gmail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Gmail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
