Connect Upstox and Microsoft Teams
Integrate Upstox with Microsoft Teams to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when New Channel Message in Microsftteams
Get Live Quote from Upstox when New Channel Message in Microsftteams
Get Market Quotes from Upstox when New Channel Message in Microsftteams
Get Profit and Loss Report from Upstox when New Channel Message in Microsftteams
Get Today's Trades from Upstox when New Channel Message in Microsftteams
Popular Upstox + Microsoft Teams 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
Microsoft Teams
Automatically do this!
Send Channel Message
Create Channel
Create Private Channel
Reply to Channel Message
Send Chat Message
Get all Chats
Get all Teams
Get all Catalog
Get all Deleted Teams
Get Historical Candles from Upstox when New Channel Message in Microsftteams
Use this flowGet Live Quote from Upstox when New Channel Message in Microsftteams
Use this flowGet Market Quotes from Upstox when New Channel Message in Microsftteams
Use this flowGet Profit and Loss Report from Upstox when New Channel Message in Microsftteams
Use this flowGet Today's Trades from Upstox when New Channel Message in Microsftteams
Use this flowList Historical Trades from Upstox when New Channel Message in Microsftteams
Use this flowFind Instruments in Upstox when New Channel Message in Microsftteams
Use this flowGet Historical Candles from Upstox when New Channel in Microsftteams
Use this flowGet Live Quote from Upstox when New Channel in Microsftteams
Use this flowGet Market Quotes from Upstox when New Channel in Microsftteams
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and Microsoft Teams.
When this happensTriggers
A trigger is an event that starts a workflow.
New Channel Message
Triggers when a new message is posted in a channel.
New Channel
Trigger when new cchannel is created
New Chat Message
Triggers when new message is received in a chat
New Reply to Message
Triggers when a new reply is added to a message in a channel.
New Chat
Triggers when new chat 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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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 Microsoft Teams workflows.
Learn how to automate Upstox and Microsoft Teams 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 Microsoft Teams
Microsoft Teams is a collaboration platform that integrates people, content, and tools to enhance teamwork and communication. It offers chat, video conferencing, file sharing, and app integration to streamline workflows and improve productivity.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in Microsoft Teams, and a separate workflow where Microsoft Teams 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 Microsoft Teams. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and Microsoft Teams integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
