Full list

Supported Triggers & Actions

Everything you can automate between Upstox and Nifty.

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggers when a new document is uploaded to a task or project.

New Project Is Created

New Project Is Created

Runs when project is created

New Message Sent

New Message Sent

Triggers instantly when a new message is sent

New File Is Uploaded

New File Is Uploaded

Runs when new file is uploaded

New Milestone Created

New Milestone Created

Trigger When A New Milestone Is Created

New Portfolio Created

New Portfolio Created

Triggers when a new portfolio is created.

Do thisActions

Action is the task that follows automatically within your Upstox integrations.

Get Historical Candles

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 Live Quote

Get current price and open, high, low, close values for a specified instrument.

Get Market Quotes

Get Market Quotes

Get current prices and quote details for specified instruments.

Get Profit and Loss Report

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

Get Today's Trades

Retrieve all trades executed during the current trading day.

List Historical Trades

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.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Upstox
Upstox + Nifty
Upstox logo

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
Integrations Nifty
Nifty + Upstox
Nifty logo

About Nifty

Nifty is a project management and team collaboration tool designed to streamline your workflow and enhance productivity. It offers features such as task management, time tracking, project timelines, and team communication to help you manage your projects efficiently.

Learn more

Frequently Asked Questions

How do I connect Upstox and Nifty?

Sign up for a free viaSocket account, then authorize both your Upstox and Nifty 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Upstox and Nifty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Upstox to Nifty?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Nifty. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Upstox triggers actions in Nifty, and a separate workflow where Nifty triggers actions in Upstox. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Upstox and Nifty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Upstox and Nifty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.