Connect Upstox and Heltar
Integrate Upstox with Heltar to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Client Is Created in Heltar
Get Live Quote from Upstox when New Client Is Created in Heltar
Get Market Quotes from Upstox when New Client Is Created in Heltar
Get Profit and Loss Report from Upstox when New Client Is Created in Heltar
Get Today's Trades from Upstox when New Client Is Created in Heltar
Popular Upstox + Heltar 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
Heltar
Automatically do this!
List All Campaigns
List All Clients
List All Templates
Create or Update Client
Fetch Client Messages
Send Text Message hold
List All Attributes
Create Attribute
Update Attribute
Remove Attribute
Send Templates hold
Create Template hold
Send Private Message
Set Chat to Open or Closed
Toggle Bot Responses
Unassign Employees from a Client
Update an Employee’s Role
Create Employee Account
Delete an Employee
Retrieve Role Permissions
Get Business Profile
Toggle Automatic Chat Assignment
Fetch WhatsApp Commerce Catalog Settings
Update Catalog Settings
Toggle Read Receipts
Delete Convobot Session
Fetch Template Analytics
Set Custom Domain for Redirection
Delete Template
Get Historical Candles from Upstox when New Client Is Created in Heltar
Use this flowGet Live Quote from Upstox when New Client Is Created in Heltar
Use this flowGet Market Quotes from Upstox when New Client Is Created in Heltar
Use this flowGet Profit and Loss Report from Upstox when New Client Is Created in Heltar
Use this flowGet Today's Trades from Upstox when New Client Is Created in Heltar
Use this flowList Historical Trades from Upstox when New Client Is Created in Heltar
Use this flowFind Instruments in Upstox when New Client Is Created in Heltar
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Heltar.
When this happensTriggers
A trigger is an event that starts a workflow.
New Client Is Created
Runs when a new client 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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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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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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Heltar 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 Heltar 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 Heltar. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Heltar, and a separate workflow where Heltar 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 Heltar. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Heltar integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
