Connect Upstox and Harvest
Integrate Upstox with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Client Created in Harvest
Get Live Quote from Upstox when New Client Created in Harvest
Get Market Quotes from Upstox when New Client Created in Harvest
Get Profit and Loss Report from Upstox when New Client Created in Harvest
Get Today's Trades from Upstox when New Client Created in Harvest
Popular Upstox + Harvest 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
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Get Historical Candles from Upstox when New Client Created in Harvest
Use this flowGet Live Quote from Upstox when New Client Created in Harvest
Use this flowGet Market Quotes from Upstox when New Client Created in Harvest
Use this flowGet Profit and Loss Report from Upstox when New Client Created in Harvest
Use this flowGet Today's Trades from Upstox when New Client Created in Harvest
Use this flowList Historical Trades from Upstox when New Client Created in Harvest
Use this flowFind Instruments in Upstox when New Client Created in Harvest
Use this flowGet Historical Candles from Upstox when New User in Harvest
Use this flowGet Live Quote from Upstox when New User in Harvest
Use this flowGet Market Quotes from Upstox when New User in Harvest
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Harvest.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
New Contact
Trigger when new contact is created
New Project
Trigger when new project is created
New Time entry
Trigger when new time entry is created
List Invoice Sent
List Invoice Sent
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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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 Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Harvest 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 Harvest 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 Harvest. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Harvest, and a separate workflow where Harvest 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 Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
