Connect Upstox and MailChimp
Integrate Upstox with MailChimp to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when When a new audience is created in MailChimp
Get Live Quote from Upstox when When a new audience is created in MailChimp
Get Market Quotes from Upstox when When a new audience is created in MailChimp
Get Profit and Loss Report from Upstox when When a new audience is created in MailChimp
Get Today's Trades from Upstox when When a new audience is created in MailChimp
Popular Upstox + MailChimp 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
MailChimp
Automatically do this!
Add Note to Subscriber
Add Subscriber to Tag
Update Subscriber
Archive Subscriber
Create Campaign
Create Custom Event
Remove Subscriber from Tag
Permanently Delete Subscriber
Find Campaign by ID
Find Subscriber by Email
Send Campaign
Find Customer
Add Tags to Audience Member
Find Tag
Get Campaign Reports
List Stores
Create Store Customer
List Audiences
Add Merge Field
List Products
List customers
List Carts
Add Subscriber to Audience
Get Historical Candles from Upstox when When a new audience is created in MailChimp
Use this flowGet Live Quote from Upstox when When a new audience is created in MailChimp
Use this flowGet Market Quotes from Upstox when When a new audience is created in MailChimp
Use this flowGet Profit and Loss Report from Upstox when When a new audience is created in MailChimp
Use this flowGet Today's Trades from Upstox when When a new audience is created in MailChimp
Use this flowList Historical Trades from Upstox when When a new audience is created in MailChimp
Use this flowFind Instruments in Upstox when When a new audience is created in MailChimp
Use this flowGet Historical Candles from Upstox when When a campaign is created or sent in MailChimp
Use this flowGet Live Quote from Upstox when When a campaign is created or sent in MailChimp
Use this flowGet Market Quotes from Upstox when When a campaign is created or sent in MailChimp
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and MailChimp.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new audience is created
Runs the workflow automatically when a new audience is created in the account.
When a campaign is created or sent
Runs the workflow automatically whenever a campaign is created or sent in the account.
When a recipient opens an email in a specific campaign
Runs the workflow automatically whenever a recipient opens an email in the specified campaign.
When a new subscriber is added to an audience
Runs the workflow automatically whenever any subscriber is added to an audience.
When a subscriber unsubscribes from an audience
Runs the workflow automatically whenever a subscriber unsubscribes from an audience.
When a subscriber's email address is updated
Runs the workflow automatically whenever a subscriber's email address is updated in the selected audience.
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 MailChimp workflows.
Learn how to automate Upstox and MailChimp 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 MailChimp
Mailchimp is an all-in-one marketing platform that helps businesses manage and talk to their clients, customers, and other interested parties.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and MailChimp 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 MailChimp 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 MailChimp. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in MailChimp, and a separate workflow where MailChimp 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 MailChimp. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and MailChimp integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
