
When this happens...

Automatically do this!
Create Company
Create Contact
Create Lead
Create Link
Create Task
Update Lead
Update Company
Find Lead
List Leads
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when task is updated.
Triggers when a Lead's responsible user is changed in your Kommo account.
Triggers when company is updated.
Triggers when contact is updated.
Action is the task that follows automatically within your Upstox integrations.
Get historical candlestick price data for an instrument over a date range.
Get current price and open, high, low, close values for a specified instrument.
Get current prices and quote details for specified instruments.
Create a company into your account.
Create a new contact in your account.
Create a new lead in your kommo account.
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To start, connect both your Upstox and Kommo accounts to viaSocket. Once connected, you can set up a workflow where an event in Upstox triggers actions in Kommo (or vice versa).
Absolutely. You can customize how Upstox data is recorded in Kommo. This includes choosing which data fields go into which fields of Kommo, setting up custom formats, and filtering out unwanted information.
The data sync between Upstox and Kommo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Upstox and Kommo. 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 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 MoreKommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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