Connect Upstox and MyDocSafe
Integrate Upstox with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Historical Candles from Upstox when Document is Signed in Mydocsafe
Get Live Quote from Upstox when Document is Signed in Mydocsafe
Get Market Quotes from Upstox when Document is Signed in Mydocsafe
Get Profit and Loss Report from Upstox when Document is Signed in Mydocsafe
Get Today's Trades from Upstox when Document is Signed in Mydocsafe
Popular Upstox + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Get Historical Candles from Upstox when Document is Signed in Mydocsafe
Use this flowGet Live Quote from Upstox when Document is Signed in Mydocsafe
Use this flowGet Market Quotes from Upstox when Document is Signed in Mydocsafe
Use this flowGet Profit and Loss Report from Upstox when Document is Signed in Mydocsafe
Use this flowGet Today's Trades from Upstox when Document is Signed in Mydocsafe
Use this flowList Historical Trades from Upstox when Document is Signed in Mydocsafe
Use this flowFind Instruments in Upstox when Document is Signed in Mydocsafe
Use this flowGet Historical Candles from Upstox when Form is submitted in Mydocsafe
Use this flowGet Live Quote from Upstox when Form is submitted in Mydocsafe
Use this flowGet Market Quotes from Upstox when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is 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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
