Connect Upstox and noCRM.io
Integrate Upstox with noCRM.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Profit and Loss Report from Upstox when Prospect Updated in noCRM.io
Find Instruments in Upstox when New Prospect Created in noCRM.io
List Historical Trades from Upstox when New Default Field Created in noCRM.io
Get Historical Candles from Upstox when Step Updated in noCRM.io
Get Live Quote from Upstox when New Prospect Created in noCRM.io
Popular Upstox + noCRM.io 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
noCRM.io
Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
Get Profit and Loss Report from Upstox when Prospect Updated in noCRM.io
Use this flowFind Instruments in Upstox when New Prospect Created in noCRM.io
Use this flowList Historical Trades from Upstox when New Default Field Created in noCRM.io
Use this flowGet Historical Candles from Upstox when Step Updated in noCRM.io
Use this flowGet Live Quote from Upstox when New Prospect Created in noCRM.io
Use this flowList Historical Trades from Upstox when New Prospect Created in noCRM.io
Use this flowGet Profit and Loss Report from Upstox when Default Field Deleted in noCRM.io
Use this flowGet Today's Trades from Upstox when Lead Step Changed in noCRM.io
Use this flowGet Profit and Loss Report from Upstox when New Unassigned Lead in noCRM.io
Use this flowGet Today's Trades from Upstox when New Default Field Created in noCRM.io
Use this flowSupported Triggers & Actions
Everything you can automate between Upstox and noCRM.io.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Triggers when a new lead is created
New Client Folder
Triggers when a new client folder is created
New Lead Comment
Triggers when a new lead is comment on
Lead Deleted
Triggers when a new lead is deleted
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone
New Lead Title or Content Changed
Triggers when a lead title or content changed
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.
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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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 noCRM.io
noCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Upstox and noCRM.io 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 noCRM.io 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 noCRM.io. No coding required.
Yes. You can set up a workflow where Upstox triggers actions in noCRM.io, and a separate workflow where noCRM.io 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 noCRM.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Upstox and noCRM.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
